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 | $40,005 | $57,016-29.8% | $84,966-52.9% | $80,856-50.5% |
| Participation rate | 98.3% | 56.3%+42.0pp | 67.5%+30.8pp | 67.6%+30.7pp |
| Annual return | 16.07% | 21.66%-5.6pp | 66.38%-50.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,441 | $1,798+91.4% | $2,727+26.2% | $2,755+24.9% |
| Participant deferral / active EE | $6,066 | $3,110+95.1% | $4,519+34.2% | $4,296+41.2% |
| Admin fee / account holder | $655 | $4,980-86.8% | $6,149-89.3% | $6,918-90.5% |