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 | $26,319 | $63,346-58.5% | $92,233-71.5% | $70,131-62.5% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 12.52% | 530.12%-517.6pp | 176.28%-163.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $2,088 | $2,471-15.5% | $3,679-43.2% | $2,342-10.9% |
| Participant deferral / active EE | $3,437 | $2,854+20.4% | $3,897-11.8% | $3,332+3.2% |
| Admin fee / account holder | $893 | $3,840-76.7% | $5,194-82.8% | $4,645-80.8% |