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 | $54,617 | $63,346-13.8% | $92,233-40.8% | $70,131-22.1% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 18.13% | 530.12%-512.0pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,965 | $2,471-20.5% | $3,679-46.6% | $2,342-16.1% |
| Participant deferral / active EE | $5,224 | $2,854+83.0% | $3,897+34.0% | $3,332+56.8% |
| Admin fee / account holder | $2,318 | $3,840-39.6% | $5,194-55.4% | $4,645-50.1% |