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 | $55,443 | $63,346-12.5% | $92,233-39.9% | $70,131-20.9% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 18.58% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,841 | $2,471-25.5% | $3,679-50.0% | $2,342-21.4% |
| Participant deferral / active EE | $4,501 | $2,854+57.7% | $3,897+15.5% | $3,332+35.1% |
| Admin fee / account holder | $4,383 | $3,840+14.1% | $5,194-15.6% | $4,645-5.6% |