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 6-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 | $43,056 | $48,795-11.8% | $65,493-34.3% | $84,808-49.2% |
| Participation rate | 81.4% | 67.0%+14.5pp | 73.1%+8.3pp | 68.3%+13.1pp |
| Annual return | 15.00% | 20.20%-5.2pp | 982.45%-967.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,850 | $1,930-4.1% | $2,574-28.1% | $2,631-29.7% |
| Participant deferral / active EE | $5,898 | $2,928+101.4% | $3,961+48.9% | $4,212+40.0% |
| Admin fee / account holder | $581 | $3,877-85.0% | $5,028-88.4% | $7,344-92.1% |