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 | $53,054 | $63,346-16.2% | $92,233-42.5% | $70,131-24.3% |
| Participation rate | 79.8% | 68.7%+11.1pp | 76.5%+3.3pp | 69.5%+10.2pp |
| Annual return | 21.53% | 530.12%-508.6pp | 176.28%-154.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,126 | $2,471-54.4% | $3,679-69.4% | $2,342-51.9% |
| Participant deferral / active EE | $3,248 | $2,854+13.8% | $3,897-16.6% | $3,332-2.5% |
| Admin fee / account holder | $669 | $3,840-82.6% | $5,194-87.1% | $4,645-85.6% |