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 | $57,558 | $63,346-9.1% | $92,233-37.6% | $70,131-17.9% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 17.47% | 530.12%-512.7pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,719 | $2,471+10.0% | $3,679-26.1% | $2,342+16.1% |
| Participant deferral / active EE | $4,667 | $2,854+63.6% | $3,897+19.8% | $3,332+40.1% |
| Admin fee / account holder | $612 | $3,840-84.1% | $5,194-88.2% | $4,645-86.8% |