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 | $45,207 | $63,346-28.6% | $92,233-51.0% | $70,131-35.5% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 17.87% | 530.12%-512.3pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,969 | $2,471-20.3% | $3,679-46.5% | $2,342-15.9% |
| Participant deferral / active EE | $3,570 | $2,854+25.1% | $3,897-8.4% | $3,332+7.2% |
| Admin fee / account holder | $529 | $3,840-86.2% | $5,194-89.8% | $4,645-88.6% |