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 | $45,481 | $63,346-28.2% | $92,233-50.7% | $70,131-35.1% |
| Participation rate | 85.3% | 68.7%+16.6pp | 76.5%+8.8pp | 69.5%+15.8pp |
| Annual return | 14.02% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,994 | $2,471-19.3% | $3,679-45.8% | $2,342-14.9% |
| Participant deferral / active EE | $3,003 | $2,854+5.2% | $3,897-22.9% | $3,332-9.9% |
| Admin fee / account holder | $808 | $3,840-79.0% | $5,194-84.4% | $4,645-82.6% |