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 | $32,223 | $85,202-62.2% | $172,739-81.3% | $72,985-55.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.70% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,053 | $3,324-38.2% | $5,143-60.1% | $2,440-15.8% |
| Participant deferral / active EE | $2,637 | $3,260-19.1% | $5,198-49.3% | $3,607-26.9% |
| Admin fee / account holder | $507 | $5,884-91.4% | $13,954-96.4% | $5,124-90.1% |