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 | $33,019 | $109,327-69.8% | $89,391-63.1% | $158,922-79.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 54.31% | 345.68%-291.4pp | 245.62%-191.3pp | 302.83%-248.5pp |
| Employer contribution / active EE | $4,498 | $3,170+41.9% | $2,586+74.0% | $4,761-5.5% |
| Participant deferral / active EE | $3,334 | $4,598-27.5% | $3,890-14.3% | $5,982-44.3% |
| Admin fee / account holder | $2,213 | $6,153-64.0% | $4,881-54.7% | $11,246-80.3% |