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 | $41,930 | $54,705-23.4% | $71,209-41.1% | $84,808-50.6% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 19.17% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,048 | $2,158+133.9% | $2,721+85.5% | $2,631+91.9% |
| Participant deferral / active EE | $6,168 | $3,030+103.5% | $4,175+47.7% | $4,212+46.5% |
| Admin fee / account holder | $11,279 | $4,863+131.9% | $5,349+110.9% | $7,344+53.6% |