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 | $40,796 | $97,125-58.0% | $86,233-52.7% | $137,256-70.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 12.67% | 74.19%-61.5pp | 61.39%-48.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,892 | $2,841+37.0% | $2,504+55.4% | $4,156-6.4% |
| Participant deferral / active EE | $7,578 | $5,180+46.3% | $4,559+66.2% | $6,407+18.3% |
| Admin fee / account holder | $4,038 | $9,725-58.5% | $8,342-51.6% | $12,270-67.1% |