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 | $44,649 | $54,701-18.4% | $86,188-48.2% | $71,457-37.5% |
| Participation rate | 76.5% | 60.1%+16.4pp | 69.0%+7.6pp | 67.9%+8.6pp |
| Annual return | 39.49% | 20.06%+19.4pp | 1168.45%-1129.0pp | 28.85%+10.6pp |
| Employer contribution / active EE | $1,777 | $1,265+40.4% | $2,380-25.4% | $2,588-31.3% |
| Participant deferral / active EE | $2,978 | $3,108-4.2% | $3,985-25.3% | $4,289-30.6% |
| Admin fee / account holder | $8,179 | $1,922+325.6% | $6,852+19.4% | $1,587+415.3% |