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 | $43,435 | $58,927-26.3% | $76,817-43.5% | $72,985-40.5% |
| Participation rate | 93.1% | 67.3%+25.7pp | 72.1%+21.0pp | 69.5%+23.6pp |
| Annual return | 18.31% | 2305.64%-2287.3pp | 1166.11%-1147.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,240 | $1,787+81.3% | $2,302+40.7% | $2,440+32.8% |
| Participant deferral / active EE | $2,658 | $2,690-1.2% | $3,336-20.3% | $3,607-26.3% |
| Admin fee / account holder | $4,831 | $4,013+20.4% | $6,420-24.8% | $5,124-5.7% |