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 | $27,641 | $63,346-56.4% | $92,233-70.0% | $70,131-60.6% |
| Participation rate | 74.2% | 68.7%+5.5pp | 76.5%-2.3pp | 69.5%+4.7pp |
| Annual return | 21.85% | 530.12%-508.3pp | 176.28%-154.4pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,524 | $2,471-38.3% | $3,679-58.6% | $2,342-34.9% |
| Participant deferral / active EE | $2,807 | $2,854-1.6% | $3,897-28.0% | $3,332-15.7% |
| Admin fee / account holder | $3,325 | $3,840-13.4% | $5,194-36.0% | $4,645-28.4% |