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 | $57,214 | $70,428-18.8% | $96,562-40.7% | $85,850-33.4% |
| Participation rate | 97.9% | 61.8%+36.1pp | 69.8%+28.1pp | 69.3%+28.6pp |
| Annual return | 12.40% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,634 | $1,413+157.2% | $2,356+54.2% | $2,565+41.7% |
| Participant deferral / active EE | $2,440 | $2,894-15.7% | $3,849-36.6% | $3,952-38.3% |
| Admin fee / account holder | $318 | $4,997-93.6% | $6,181-94.9% | $6,260-94.9% |