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 | $45,636 | $105,181-56.6% | $159,436-71.4% | $85,850-46.8% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 14.07% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,044 | $3,318-8.3% | $4,829-37.0% | $2,565+18.7% |
| Participant deferral / active EE | $6,620 | $5,945+11.4% | $7,352-10.0% | $3,952+67.5% |
| Admin fee / account holder | $2,507 | $6,933-63.8% | $10,799-76.8% | $6,260-60.0% |