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 | $45,465 | $61,774-26.4% | $97,226-53.2% | $80,856-43.8% |
| Participation rate | 95.9% | 63.5%+32.4pp | 72.7%+23.2pp | 67.6%+28.3pp |
| Annual return | 15.56% | -557.90%+573.5pp | 75.13%-59.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,324 | $1,837+189.9% | $2,729+95.1% | $2,755+93.2% |
| Participant deferral / active EE | $4,367 | $3,029+44.2% | $4,264+2.4% | $4,296+1.6% |
| Admin fee / account holder | $1,141 | $5,166-77.9% | $5,654-79.8% | $6,918-83.5% |