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 | $24,261 | $63,346-61.7% | $92,233-73.7% | $70,131-65.4% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 22.65% | 530.12%-507.5pp | 176.28%-153.6pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,981 | $2,471-19.9% | $3,679-46.2% | $2,342-15.5% |
| Participant deferral / active EE | $2,799 | $2,854-1.9% | $3,897-28.2% | $3,332-16.0% |
| Admin fee / account holder | $519 | $3,840-86.5% | $5,194-90.0% | $4,645-88.8% |