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 | $45,191 | $63,346-28.7% | $92,233-51.0% | $70,131-35.6% |
| Participation rate | 80.5% | 68.7%+11.8pp | 76.5%+4.0pp | 69.5%+11.0pp |
| Annual return | 18.99% | 530.12%-511.1pp | 176.28%-157.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,424 | $2,471-42.4% | $3,679-61.3% | $2,342-39.2% |
| Participant deferral / active EE | $4,104 | $2,854+43.8% | $3,897+5.3% | $3,332+23.2% |
| Admin fee / account holder | $1,683 | $3,840-56.2% | $5,194-67.6% | $4,645-63.8% |