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 | $29,789 | $63,346-53.0% | $92,233-67.7% | $70,131-57.5% |
| Participation rate | 90.3% | 68.7%+21.6pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 19.59% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,808 | $2,471-26.9% | $3,679-50.9% | $2,342-22.8% |
| Participant deferral / active EE | $2,134 | $2,854-25.2% | $3,897-45.2% | $3,332-36.0% |
| Admin fee / account holder | $5,024 | $3,840+30.8% | $5,194-3.3% | $4,645+8.1% |