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 | $34,281 | $63,346-45.9% | $92,233-62.8% | $70,131-51.1% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 13.34% | 530.12%-516.8pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $5,489 | $2,471+122.1% | $3,679+49.2% | $2,342+134.3% |
| Participant deferral / active EE | $1,976 | $2,854-30.7% | $3,897-49.3% | $3,332-40.7% |
| Admin fee / account holder | $14,036 | $3,840+265.5% | $5,194+170.3% | $4,645+202.2% |