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 | $39,576 | $65,365-39.5% | $92,893-57.4% | $72,985-45.8% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.7pp |
| Annual return | 17.64% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $12,153 | $2,594+368.5% | $3,653+232.7% | $2,440+398.1% |
| Participant deferral / active EE | $2,381 | $3,128-23.9% | $4,236-43.8% | $3,607-34.0% |
| Admin fee / account holder | $10,059 | $4,251+136.6% | $5,794+73.6% | $5,124+96.3% |