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 | $43,061 | $95,416-54.9% | $185,823-76.8% | $85,850-49.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 34.44% | 23.59%+10.9pp | 122.05%-87.6pp | 318.53%-284.1pp |
| Employer contribution / active EE | $2,750 | $3,314-17.0% | $5,167-46.8% | $2,565+7.2% |
| Participant deferral / active EE | $4,838 | $3,423+41.3% | $5,568-13.1% | $3,952+22.4% |
| Admin fee / account holder | $21,339 | $7,213+195.9% | $16,237+31.4% | $6,260+240.9% |