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 | $24,217 | $63,346-61.8% | $92,233-73.7% | $70,131-65.5% |
| Participation rate | 72.9% | 68.7%+4.2pp | 76.5%-3.6pp | 69.5%+3.4pp |
| Annual return | 18.02% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,399 | $2,471-2.9% | $3,679-34.8% | $2,342+2.4% |
| Participant deferral / active EE | $2,104 | $2,854-26.3% | $3,897-46.0% | $3,332-36.9% |
| Admin fee / account holder | $4,183 | $3,840+8.9% | $5,194-19.5% | $4,645-10.0% |