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 | $47,441 | $81,208-41.6% | $98,907-52.0% | $79,858-40.6% |
| Participation rate | 96.7% | 72.5%+24.2pp | 76.0%+20.6pp | 69.6%+27.0pp |
| Annual return | 18.55% | 60.99%-42.4pp | 196.43%-177.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,124 | $1,960+59.4% | $2,689+16.2% | $2,471+26.4% |
| Participant deferral / active EE | $4,611 | $3,265+41.2% | $4,244+8.7% | $3,740+23.3% |
| Admin fee / account holder | $3,230 | $6,013-46.3% | $6,642-51.4% | $5,306-39.1% |