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 | $100,773-59.5% | $88,946-54.1% | $142,382-71.3% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 12.67% | 70.18%-57.5pp | 57.82%-45.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,892 | $2,918+33.4% | $2,555+52.3% | $4,299-9.5% |
| Participant deferral / active EE | $7,578 | $5,230+44.9% | $4,581+65.4% | $6,507+16.4% |
| Admin fee / account holder | $4,038 | $9,693-58.3% | $8,261-51.1% | $12,624-68.0% |