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 | $34,523 | $60,323-42.8% | $81,812-57.8% | $74,495-53.7% |
| Participation rate | 90.7% | 62.9%+27.8pp | 72.3%+18.3pp | 67.2%+23.5pp |
| Annual return | 12.39% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,503 | $2,620-42.6% | $2,912-48.4% | $2,623-42.7% |
| Participant deferral / active EE | $4,333 | $3,387+27.9% | $4,319+0.3% | $4,346-0.3% |
| Admin fee / account holder | $1,868 | $1,486+25.7% | $7,386-74.7% | $1,942-3.8% |