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 | $55,895 | $63,346-11.8% | $92,233-39.4% | $70,131-20.3% |
| Participation rate | 77.1% | 68.7%+8.4pp | 76.5%+0.6pp | 69.5%+7.5pp |
| Annual return | 12.86% | 530.12%-517.3pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,723 | $2,471-30.3% | $3,679-53.2% | $2,342-26.5% |
| Participant deferral / active EE | $3,671 | $2,854+28.6% | $3,897-5.8% | $3,332+10.2% |
| Admin fee / account holder | $1,112 | $3,840-71.0% | $5,194-78.6% | $4,645-76.1% |