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 | $40,742 | $89,355-54.4% | $141,162-71.1% | $72,985-44.2% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 22.65% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,047 | $3,114-34.3% | $4,735-56.8% | $2,440-16.1% |
| Participant deferral / active EE | $5,060 | $5,418-6.6% | $6,709-24.6% | $3,607+40.3% |
| Admin fee / account holder | $3,722 | $5,958-37.5% | $10,261-63.7% | $5,124-27.4% |