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 | $47,089 | $63,346-25.7% | $92,233-48.9% | $70,131-32.9% |
| Participation rate | 94.6% | 68.7%+25.9pp | 76.5%+18.1pp | 69.5%+25.1pp |
| Annual return | 21.66% | 530.12%-508.5pp | 176.28%-154.6pp | 73.14%-51.5pp |
| Employer contribution / active EE | $3,939 | $2,471+59.4% | $3,679+7.0% | $2,342+68.1% |
| Participant deferral / active EE | $7,752 | $2,854+171.6% | $3,897+98.9% | $3,332+132.7% |
| Admin fee / account holder | $892 | $3,840-76.8% | $5,194-82.8% | $4,645-80.8% |