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 | $54,383 | $63,346-14.1% | $92,233-41.0% | $70,131-22.5% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 19.50% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.6pp |
| Employer contribution / active EE | $2,173 | $2,471-12.1% | $3,679-40.9% | $2,342-7.2% |
| Participant deferral / active EE | $3,355 | $2,854+17.5% | $3,897-13.9% | $3,332+0.7% |
| Admin fee / account holder | $1,201 | $3,840-68.7% | $5,194-76.9% | $4,645-74.2% |