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 | $48,454 | $156,846-69.1% | $121,098-60.0% | $139,434-65.2% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 17.18% | 1474.56%-1457.4pp | 985.75%-968.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,712 | $5,536-51.0% | $4,164-34.9% | $4,751-42.9% |
| Participant deferral / active EE | $2,716 | $4,844-43.9% | $4,080-33.4% | $6,710-59.5% |
| Admin fee / account holder | $6,770 | $6,946-2.5% | $5,644+19.9% | $11,403-40.6% |