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 | $46,479 | $63,346-26.6% | $92,233-49.6% | $70,131-33.7% |
| Participation rate | 70.5% | 68.7%+1.8pp | 76.5%-6.0pp | 69.5%+1.0pp |
| Annual return | 23.48% | 530.12%-506.6pp | 176.28%-152.8pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,775 | $2,471-28.2% | $3,679-51.8% | $2,342-24.2% |
| Participant deferral / active EE | $5,188 | $2,854+81.8% | $3,897+33.1% | $3,332+55.7% |
| Admin fee / account holder | $1,541 | $3,840-59.9% | $5,194-70.3% | $4,645-66.8% |