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 | $46,508 | $63,346-26.6% | $92,233-49.6% | $70,131-33.7% |
| Participation rate | 81.0% | 68.7%+12.3pp | 76.5%+4.5pp | 69.5%+11.4pp |
| Annual return | 15.48% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,252 | $2,471-49.3% | $3,679-66.0% | $2,342-46.5% |
| Participant deferral / active EE | $2,944 | $2,854+3.2% | $3,897-24.4% | $3,332-11.6% |
| Admin fee / account holder | $490 | $3,840-87.2% | $5,194-90.6% | $4,645-89.5% |