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 | $45,015 | $65,409-31.2% | $98,442-54.3% | $85,850-47.6% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 15.91% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,287 | $2,168+51.7% | $2,960+11.1% | $2,565+28.2% |
| Participant deferral / active EE | $5,286 | $3,166+66.9% | $4,276+23.6% | $3,952+33.8% |
| Admin fee / account holder | $3,363 | $4,593-26.8% | $5,949-43.5% | $6,260-46.3% |