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 | $38,568 | $102,317-62.3% | $146,958-73.8% | $80,856-52.3% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 15.45% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,502 | $3,713-5.7% | $4,933-29.0% | $2,755+27.1% |
| Participant deferral / active EE | $7,749 | $6,644+16.6% | $8,070-4.0% | $4,296+80.4% |
| Admin fee / account holder | $1,033 | $7,941-87.0% | $12,998-92.1% | $6,918-85.1% |