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 | $39,505 | $45,035-12.3% | $62,995-37.3% | $70,131-43.7% |
| Participation rate | 97.1% | 69.5%+27.5pp | 74.8%+22.3pp | 69.5%+27.5pp |
| Annual return | 21.88% | 18.76%+3.1pp | 87.57%-65.7pp | 73.14%-51.3pp |
| Employer contribution / active EE | $6,931 | $2,051+237.9% | $2,759+151.2% | $2,342+195.9% |
| Participant deferral / active EE | $6,448 | $2,465+161.6% | $3,329+93.7% | $3,332+93.5% |
| Admin fee / account holder | $2,084 | $2,834-26.5% | $3,600-42.1% | $4,645-55.1% |