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 | $47,293 | $65,561-27.9% | $86,188-45.1% | $75,163-37.1% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 16.27% | 46.05%-29.8pp | 1168.45%-1152.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,685 | $1,553+8.5% | $2,380-29.2% | $2,670-36.9% |
| Participant deferral / active EE | $2,243 | $3,024-25.8% | $3,985-43.7% | $4,125-45.6% |
| Admin fee / account holder | $5,834 | $5,474+6.6% | $6,852-14.8% | $5,651+3.2% |