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 | $43,450 | $58,208-25.4% | $81,812-46.9% | $80,856-46.3% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 14.73% | 41.66%-26.9pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,032 | $2,340+72.3% | $2,912+38.4% | $2,755+46.4% |
| Participant deferral / active EE | $1,599 | $3,281-51.3% | $4,319-63.0% | $4,296-62.8% |
| Admin fee / account holder | $20,104 | $4,981+303.6% | $7,386+172.2% | $6,918+190.6% |