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 | $36,711 | $48,046-23.6% | $84,611-56.6% | $72,985-49.7% |
| Participation rate | 76.5% | 57.6%+18.9pp | 68.2%+8.2pp | 69.5%+7.0pp |
| Annual return | 50.21% | 37.38%+12.8pp | 258.74%-208.5pp | 81.00%-30.8pp |
| Employer contribution / active EE | $1,630 | $1,602+1.7% | $2,652-38.5% | $2,440-33.2% |
| Participant deferral / active EE | $2,728 | $2,680+1.8% | $3,899-30.0% | $3,607-24.4% |
| Admin fee / account holder | $2,883 | $3,395-15.1% | $4,912-41.3% | $5,124-43.7% |