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 | $34,654 | $63,346-45.3% | $92,233-62.4% | $70,131-50.6% |
| Participation rate | 84.9% | 68.7%+16.2pp | 76.5%+8.4pp | 69.5%+15.4pp |
| Annual return | 18.67% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,635 | $2,471-33.8% | $3,679-55.6% | $2,342-30.2% |
| Participant deferral / active EE | $3,728 | $2,854+30.6% | $3,897-4.3% | $3,332+11.9% |
| Admin fee / account holder | $624 | $3,840-83.8% | $5,194-88.0% | $4,645-86.6% |