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 | $49,883 | $57,281-12.9% | $86,612-42.4% | $75,163-33.6% |
| Participation rate | 93.2% | 63.2%+30.0pp | 71.7%+21.5pp | 67.2%+26.0pp |
| Annual return | 31.21% | 2670.75%-2639.5pp | 591.07%-559.9pp | 160.62%-129.4pp |
| Employer contribution / active EE | $2,514 | $2,314+8.6% | $3,022-16.8% | $2,670-5.8% |
| Participant deferral / active EE | $4,007 | $3,318+20.8% | $4,438-9.7% | $4,125-2.9% |
| Admin fee / account holder | $2,684 | $4,112-34.7% | $5,614-52.2% | $5,651-52.5% |