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 | $37,545 | $63,346-40.7% | $92,233-59.3% | $70,131-46.5% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 25.11% | 530.12%-505.0pp | 176.28%-151.2pp | 73.14%-48.0pp |
| Employer contribution / active EE | $1,723 | $2,471-30.3% | $3,679-53.2% | $2,342-26.5% |
| Participant deferral / active EE | $2,630 | $2,854-7.8% | $3,897-32.5% | $3,332-21.1% |
| Admin fee / account holder | $2,567 | $3,840-33.2% | $5,194-50.6% | $4,645-44.7% |