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 | $46,877 | $53,822-12.9% | $75,696-38.1% | $85,850-45.4% |
| Participation rate | 85.2% | 69.1%+16.1pp | 74.8%+10.3pp | 69.3%+15.9pp |
| Annual return | 34.84% | 24.54%+10.3pp | 104.53%-69.7pp | 318.53%-283.7pp |
| Employer contribution / active EE | $4,090 | $2,017+102.8% | $2,743+49.1% | $2,565+59.4% |
| Participant deferral / active EE | $9,641 | $2,895+233.0% | $3,821+152.3% | $3,952+144.0% |
| Admin fee / account holder | $7,126 | $3,343+113.2% | $3,619+96.9% | $6,260+13.8% |