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 | $40,655 | $60,124-32.4% | $90,404-55.0% | $79,858-49.1% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 24.29% | 71.94%-47.7pp | 1293.02%-1268.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $2,276 | $2,068+10.1% | $3,262-30.2% | $2,471-7.9% |
| Participant deferral / active EE | $1,204 | $2,938-59.0% | $3,963-69.6% | $3,740-67.8% |
| Admin fee / account holder | $4,093 | $3,976+2.9% | $5,611-27.0% | $5,306-22.9% |