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 | $48,234 | $85,202-43.4% | $172,739-72.1% | $72,985-33.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.35% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,692 | $3,324-19.0% | $5,143-47.6% | $2,440+10.4% |
| Participant deferral / active EE | $6,499 | $3,260+99.4% | $5,198+25.0% | $3,607+80.2% |
| Admin fee / account holder | $6,073 | $5,884+3.2% | $13,954-56.5% | $5,124+18.5% |