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 | $44,033 | $105,181-58.1% | $159,436-72.4% | $85,850-48.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.02% | 45.07%-32.1pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,522 | $3,318-24.0% | $4,829-47.8% | $2,565-1.7% |
| Participant deferral / active EE | $3,269 | $5,945-45.0% | $7,352-55.5% | $3,952-17.3% |
| Admin fee / account holder | $1,994 | $6,933-71.2% | $10,799-81.5% | $6,260-68.2% |