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 | $27,723 | $63,346-56.2% | $92,233-69.9% | $70,131-60.5% |
| Participation rate | 86.2% | 68.7%+17.5pp | 76.5%+9.7pp | 69.5%+16.7pp |
| Annual return | 14.20% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,709 | $2,471-30.8% | $3,679-53.5% | $2,342-27.0% |
| Participant deferral / active EE | $1,445 | $2,854-49.4% | $3,897-62.9% | $3,332-56.6% |
| Admin fee / account holder | $491 | $3,840-87.2% | $5,194-90.5% | $4,645-89.4% |