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 | $44,183 | $71,050-37.8% | $93,606-52.8% | $80,856-45.4% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.6%+29.8pp |
| Annual return | 11.21% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,782 | $1,564+269.8% | $2,420+138.9% | $2,755+109.9% |
| Participant deferral / active EE | $2,956 | $4,034-26.7% | $4,411-33.0% | $4,296-31.2% |
| Admin fee / account holder | $13,367 | $6,945+92.5% | $8,285+61.3% | $6,918+93.2% |