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 | $54,797 | $63,346-13.5% | $92,233-40.6% | $70,131-21.9% |
| Participation rate | 75.9% | 68.7%+7.2pp | 76.5%-0.6pp | 69.5%+6.3pp |
| Annual return | 15.10% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,616 | $2,471-34.6% | $3,679-56.1% | $2,342-31.0% |
| Participant deferral / active EE | $3,941 | $2,854+38.1% | $3,897+1.1% | $3,332+18.3% |
| Admin fee / account holder | $2,396 | $3,840-37.6% | $5,194-53.9% | $4,645-48.4% |