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 | $57,429 | $63,346-9.3% | $92,233-37.7% | $70,131-18.1% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 19.35% | 530.12%-510.8pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $4,760 | $2,471+92.6% | $3,679+29.4% | $2,342+103.2% |
| Participant deferral / active EE | $3,145 | $2,854+10.2% | $3,897-19.3% | $3,332-5.6% |
| Admin fee / account holder | $6,702 | $3,840+74.5% | $5,194+29.0% | $4,645+44.3% |