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 | $38,364 | $48,795-21.4% | $65,493-41.4% | $84,808-54.8% |
| Participation rate | 91.3% | 67.0%+24.3pp | 73.1%+18.2pp | 68.3%+23.0pp |
| Annual return | 20.12% | 20.20%-0.1pp | 982.45%-962.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,915 | $1,930+154.7% | $2,574+91.0% | $2,631+86.8% |
| Participant deferral / active EE | $3,428 | $2,928+17.0% | $3,961-13.5% | $4,212-18.6% |
| Admin fee / account holder | $5,133 | $3,877+32.4% | $5,028+2.1% | $7,344-30.1% |