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 | $45,865 | $61,774-25.8% | $97,226-52.8% | $80,856-43.3% |
| Participation rate | 80.6% | 63.5%+17.1pp | 72.7%+8.0pp | 67.6%+13.0pp |
| Annual return | 12.20% | -557.90%+570.1pp | 75.13%-62.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,185 | $1,837+73.4% | $2,729+16.7% | $2,755+15.6% |
| Participant deferral / active EE | $4,369 | $3,029+44.2% | $4,264+2.5% | $4,296+1.7% |
| Admin fee / account holder | $6,912 | $5,166+33.8% | $5,654+22.3% | $6,918-0.1% |