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 | $54,297 | $57,281-5.2% | $86,612-37.3% | $75,163-27.8% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 23.36% | 2670.75%-2647.4pp | 591.07%-567.7pp | 160.62%-137.3pp |
| Employer contribution / active EE | $3,198 | $2,314+38.2% | $3,022+5.8% | $2,670+19.8% |
| Participant deferral / active EE | $2,170 | $3,318-34.6% | $4,438-51.1% | $4,125-47.4% |
| Admin fee / account holder | $10,320 | $4,112+151.0% | $5,614+83.8% | $5,651+82.6% |