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 | $47,868 | $34,308+39.5% | $74,701-35.9% | $72,985-34.4% |
| Participation rate | 71.7% | 42.4%+29.3pp | 54.5%+17.3pp | 69.5%+2.3pp |
| Annual return | 19.06% | 26.58%-7.5pp | 752.92%-733.9pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,253 | $1,271+77.2% | $1,964+14.7% | $3,607-37.6% |
| Admin fee / account holder | $3,085 | $2,124+45.2% | $3,333-7.4% | $5,124-39.8% |