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 | $43,858 | $102,966-57.4% | $90,281-51.4% | $152,861-71.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 94.17% | 95.16%-1.0pp | 78.10%+16.1pp | 345.32%-251.1pp |
| Employer contribution / active EE | $9,382 | $3,139+198.9% | $2,854+228.7% | $4,762+97.0% |
| Participant deferral / active EE | $7,593 | $4,281+77.3% | $3,885+95.4% | $5,850+29.8% |
| Admin fee / account holder | $4,815 | $6,171-22.0% | $5,351-10.0% | $11,596-58.5% |