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 | $37,968 | $58,234-34.8% | $81,783-53.6% | $80,874-53.1% |
| Participation rate | 92.0% | 63.4%+28.6pp | 72.4%+19.6pp | 67.6%+24.4pp |
| Annual return | 12.31% | 41.70%-29.4pp | 775.05%-762.7pp | 35.62%-23.3pp |
| Employer contribution / active EE | $4,091 | $2,341+74.7% | $2,913+40.5% | $2,756+48.5% |
| Participant deferral / active EE | $2,106 | $3,283-35.8% | $4,320-51.2% | $4,297-51.0% |
| Admin fee / account holder | $13,253 | $4,982+166.0% | $7,380+79.6% | $6,935+91.1% |