See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,033 | $63,346-63.6% | $92,233-75.0% | $70,131-67.2% |
| Participation rate | 95.5% | 68.7%+26.8pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 19.30% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $3,226 | $2,471+30.6% | $3,679-12.3% | $2,342+37.7% |
| Participant deferral / active EE | $1,140 | $2,854-60.1% | $3,897-70.8% | $3,332-65.8% |
| Admin fee / account holder | $4,391 | $3,840+14.3% | $5,194-15.5% | $4,645-5.5% |