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 | $37,770 | $65,365-42.2% | $92,893-59.3% | $72,985-48.2% |
| Participation rate | 87.2% | 68.3%+18.9pp | 76.0%+11.2pp | 69.5%+17.7pp |
| Annual return | 19.24% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,810 | $2,594-30.2% | $3,653-50.4% | $2,440-25.8% |
| Participant deferral / active EE | $4,437 | $3,128+41.8% | $4,236+4.8% | $3,607+23.0% |
| Admin fee / account holder | $10,562 | $4,251+148.4% | $5,794+82.3% | $5,124+106.1% |