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 | $45,616 | $65,561-30.4% | $86,188-47.1% | $75,163-39.3% |
| Participation rate | 71.4% | 60.5%+10.9pp | 69.0%+2.5pp | 67.2%+4.2pp |
| Annual return | 13.90% | 46.05%-32.2pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,731 | $1,553+11.5% | $2,380-27.3% | $2,670-35.2% |
| Participant deferral / active EE | $2,493 | $3,024-17.5% | $3,985-37.4% | $4,125-39.6% |
| Admin fee / account holder | $1,810 | $5,474-66.9% | $6,852-73.6% | $5,651-68.0% |