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 | $48,963 | $49,922-1.9% | $80,569-39.2% | $75,163-34.9% |
| Participation rate | 92.5% | 55.3%+37.1pp | 67.0%+25.5pp | 67.2%+25.3pp |
| Annual return | 19.99% | 34.69%-14.7pp | 935.43%-915.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $4,851 | $1,698+185.7% | $2,723+78.1% | $2,670+81.7% |
| Participant deferral / active EE | $2,690 | $2,990-10.0% | $4,447-39.5% | $4,125-34.8% |
| Admin fee / account holder | $990 | $3,577-72.3% | $5,377-81.6% | $5,651-82.5% |