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 | $44,825 | $65,365-31.4% | $92,893-51.7% | $72,985-38.6% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.0%+19.9pp | 69.5%+26.4pp |
| Annual return | 37.91% | 42.10%-4.2pp | 109.41%-71.5pp | 81.00%-43.1pp |
| Employer contribution / active EE | $1,014 | $2,594-60.9% | $3,653-72.2% | $2,440-58.4% |
| Participant deferral / active EE | $7,294 | $3,128+133.2% | $4,236+72.2% | $3,607+102.2% |
| Admin fee / account holder | $2,059 | $4,251-51.6% | $5,794-64.5% | $5,124-59.8% |