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 | $39,872 | $63,346-37.1% | $92,233-56.8% | $70,131-43.1% |
| Participation rate | 73.7% | 68.7%+5.0pp | 76.5%-2.8pp | 69.5%+4.1pp |
| Annual return | 21.59% | 530.12%-508.5pp | 176.28%-154.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,560 | $2,471-36.9% | $3,679-57.6% | $2,342-33.4% |
| Participant deferral / active EE | $2,911 | $2,854+2.0% | $3,897-25.3% | $3,332-12.6% |
| Admin fee / account holder | $2,019 | $3,840-47.4% | $5,194-61.1% | $4,645-56.5% |