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 | $43,042 | $80,812-46.7% | $160,784-73.2% | $82,448-47.8% |
| Participation rate | 86.2% | 66.2%+20.0pp | 77.0%+9.3pp | 68.1%+18.1pp |
| Annual return | 15.23% | 100.59%-85.4pp | 1803.92%-1788.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,005 | $2,174-7.8% | $3,733-46.3% | $2,551-21.4% |
| Participant deferral / active EE | $4,069 | $4,335-6.2% | $6,293-35.3% | $4,139-1.7% |
| Admin fee / account holder | $2,144 | $7,695-72.1% | $9,717-77.9% | $7,234-70.4% |