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 | $52,165 | $63,346-17.7% | $92,233-43.4% | $70,131-25.6% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 18.06% | 530.12%-512.1pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,609 | $2,471+5.6% | $3,679-29.1% | $2,342+11.4% |
| Participant deferral / active EE | $2,678 | $2,854-6.2% | $3,897-31.3% | $3,332-19.6% |
| Admin fee / account holder | $6,627 | $3,840+72.6% | $5,194+27.6% | $4,645+42.7% |