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 | $31,491 | $63,346-50.3% | $92,233-65.9% | $70,131-55.1% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 14.77% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $4,761 | $2,471+92.7% | $3,679+29.4% | $2,342+103.3% |
| Participant deferral / active EE | $2,147 | $2,854-24.8% | $3,897-44.9% | $3,332-35.5% |
| Admin fee / account holder | $2,400 | $3,840-37.5% | $5,194-53.8% | $4,645-48.3% |