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 | $39,503 | $63,346-37.6% | $92,233-57.2% | $70,131-43.7% |
| Participation rate | 85.5% | 68.7%+16.9pp | 76.5%+9.0pp | 69.5%+16.0pp |
| Annual return | 16.88% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,987 | $2,471+20.9% | $3,679-18.8% | $2,342+27.5% |
| Participant deferral / active EE | $5,323 | $2,854+86.5% | $3,897+36.6% | $3,332+59.8% |
| Admin fee / account holder | $8,136 | $3,840+111.9% | $5,194+56.7% | $4,645+75.1% |