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 | $31,506 | $63,346-50.3% | $92,233-65.8% | $70,131-55.1% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 23.89% | 530.12%-506.2pp | 176.28%-152.4pp | 73.14%-49.3pp |
| Employer contribution / active EE | $602 | $2,471-75.6% | $3,679-83.6% | $2,342-74.3% |
| Participant deferral / active EE | $1,744 | $2,854-38.9% | $3,897-55.2% | $3,332-47.7% |
| Admin fee / account holder | $2,094 | $3,840-45.5% | $5,194-59.7% | $4,645-54.9% |