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 | $43,599 | $70,669-38.3% | $169,368-74.3% | $75,163-42.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 37.87% | 36.36%+1.5pp | 405.60%-367.7pp | 160.62%-122.8pp |
| Employer contribution / active EE | $1,506 | $2,211-31.9% | $4,013-62.5% | $2,670-43.6% |
| Participant deferral / active EE | $2,582 | $4,311-40.1% | $6,221-58.5% | $4,125-37.4% |
| Admin fee / account holder | $490 | $5,402-90.9% | $9,003-94.6% | $5,651-91.3% |