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 | $43,784 | $53,516-18.2% | $126,539-65.4% | $84,808-48.4% |
| Participation rate | 80.9% | 58.2%+22.6pp | 69.8%+11.1pp | 68.3%+12.6pp |
| Annual return | 23.12% | 58.34%-35.2pp | 425.95%-402.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,131 | $1,535+38.8% | $3,674-42.0% | $2,631-19.0% |
| Participant deferral / active EE | $3,656 | $2,671+36.9% | $4,083-10.5% | $4,212-13.2% |
| Admin fee / account holder | $1,001 | $4,497-77.7% | $6,065-83.5% | $7,344-86.4% |