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 | $49,210 | $63,346-22.3% | $92,233-46.6% | $70,131-29.8% |
| Participation rate | 92.4% | 68.7%+23.7pp | 76.5%+15.9pp | 69.5%+22.9pp |
| Annual return | 19.35% | 530.12%-510.8pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,767 | $2,471-28.5% | $3,679-52.0% | $2,342-24.6% |
| Participant deferral / active EE | $2,192 | $2,854-23.2% | $3,897-43.8% | $3,332-34.2% |
| Admin fee / account holder | $666 | $3,840-82.7% | $5,194-87.2% | $4,645-85.7% |