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 | $37,460 | $65,395-42.7% | $182,532-79.5% | $72,985-48.7% |
| Participation rate | 75.9% | 65.4%+10.4pp | 78.0%-2.1pp | 69.5%+6.4pp |
| Annual return | 48.97% | 27.68%+21.3pp | 148.54%-99.6pp | 81.00%-32.0pp |
| Employer contribution / active EE | $3,010 | $1,911+57.5% | $4,076-26.2% | $2,440+23.4% |
| Participant deferral / active EE | $5,466 | $3,563+53.4% | $5,524-1.1% | $3,607+51.5% |
| Admin fee / account holder | $1,387 | $4,245-67.3% | $8,592-83.9% | $5,124-72.9% |