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 | $42,619 | $51,576-17.4% | $129,207-67.0% | $80,856-47.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.57% | 20.81%-8.2pp | 9417.33%-9404.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,028 | $1,584+91.2% | $4,153-27.1% | $2,755+9.9% |
| Participant deferral / active EE | $5,578 | $2,669+109.0% | $4,168+33.8% | $4,296+29.8% |
| Admin fee / account holder | $4,238 | $4,305-1.6% | $7,715-45.1% | $6,918-38.7% |