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 | $48,327 | $56,277-14.1% | $80,975-40.3% | $62,891-23.2% |
| Participation rate | 90.0% | 69.0%+21.0pp | 75.8%+14.2pp | 69.3%+20.7pp |
| Annual return | 12.86% | 22.12%-9.3pp | 17.10%-4.2pp | 20.14%-7.3pp |
| Employer contribution / active EE | $4,553 | $1,943+134.3% | $3,714+22.6% | $2,281+99.6% |
| Participant deferral / active EE | $10,500 | $4,195+150.3% | $5,696+84.3% | $3,203+227.8% |
| Admin fee / account holder | $572 | $3,741-84.7% | $5,516-89.6% | $4,296-86.7% |