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 | $41,300 | $63,346-34.8% | $92,233-55.2% | $70,131-41.1% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 14.53% | 530.12%-515.6pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,413 | $2,471-42.8% | $3,679-61.6% | $2,342-39.7% |
| Participant deferral / active EE | $3,915 | $2,854+37.2% | $3,897+0.5% | $3,332+17.5% |
| Admin fee / account holder | $17,443 | $3,840+354.2% | $5,194+235.9% | $4,645+275.5% |