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 | $52,626 | $48,230+9.1% | $67,502-22.0% | $80,856-34.9% |
| Participation rate | 94.4% | 66.4%+28.0pp | 72.9%+21.5pp | 67.6%+26.7pp |
| Annual return | 12.32% | 18.28%-6.0pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,804 | $2,020+137.8% | $2,731+75.9% | $2,755+74.4% |
| Participant deferral / active EE | $2,196 | $2,924-24.9% | $4,000-45.1% | $4,296-48.9% |
| Admin fee / account holder | $7,098 | $3,681+92.8% | $3,998+77.6% | $6,918+2.6% |