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 | $40,431 | $49,922-19.0% | $80,569-49.8% | $75,163-46.2% |
| Participation rate | 80.0% | 55.3%+24.7pp | 67.0%+13.0pp | 67.2%+12.8pp |
| Annual return | 15.35% | 34.69%-19.3pp | 935.43%-920.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,784 | $1,698+64.0% | $2,723+2.2% | $2,670+4.3% |
| Participant deferral / active EE | $6,120 | $2,990+104.7% | $4,447+37.6% | $4,125+48.4% |
| Admin fee / account holder | $3,406 | $3,577-4.8% | $5,377-36.7% | $5,651-39.7% |