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 | $36,686 | $58,726-37.5% | $92,233-60.2% | $62,292-41.1% |
| Participation rate | 97.2% | 68.3%+28.8pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 20.20% | 43.62%-23.4pp | 176.28%-156.1pp | 28.90%-8.7pp |
| Employer contribution / active EE | $2,074 | $2,392-13.3% | $3,679-43.6% | $2,042+1.6% |
| Participant deferral / active EE | $2,520 | $2,766-8.9% | $3,897-35.3% | $3,169-20.5% |
| Admin fee / account holder | $2,173 | $556+290.4% | $5,194-58.2% | $479+353.2% |