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 | $24,703 | $63,346-61.0% | $92,233-73.2% | $70,131-64.8% |
| Participation rate | 74.2% | 68.7%+5.6pp | 76.5%-2.3pp | 69.5%+4.7pp |
| Annual return | 23.91% | 530.12%-506.2pp | 176.28%-152.4pp | 73.14%-49.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,007 | $2,854+40.4% | $3,897+2.8% | $3,332+20.3% |
| Admin fee / account holder | $1,654 | $3,840-56.9% | $5,194-68.2% | $4,645-64.4% |