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 | $34,905 | $63,346-44.9% | $92,233-62.2% | $70,131-50.2% |
| Participation rate | 75.3% | 68.7%+6.6pp | 76.5%-1.2pp | 69.5%+5.8pp |
| Annual return | 19.10% | 530.12%-511.0pp | 176.28%-157.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,771 | $2,471-28.3% | $3,679-51.9% | $2,342-24.4% |
| Participant deferral / active EE | $2,666 | $2,854-6.6% | $3,897-31.6% | $3,332-20.0% |
| Admin fee / account holder | $909 | $3,840-76.3% | $5,194-82.5% | $4,645-80.4% |