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 | $44,942 | $102,317-56.1% | $146,958-69.4% | $80,856-44.4% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 17.58% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $6,080 | $3,713+63.7% | $4,933+23.3% | $2,755+120.7% |
| Participant deferral / active EE | $8,440 | $6,644+27.0% | $8,070+4.6% | $4,296+96.5% |
| Admin fee / account holder | $12,613 | $7,941+58.8% | $12,998-3.0% | $6,918+82.3% |