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 | $40,166 | $99,652-59.7% | $78,778-49.0% | $147,584-72.8% |
| Participation rate | 95.7% | 76.2%+19.4pp | 69.2%+26.5pp | 82.8%+12.8pp |
| Annual return | 16.47% | 47.28%-30.8pp | 35.62%-19.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,248 | $2,796-55.4% | $1,986-37.2% | $4,876-74.4% |
| Participant deferral / active EE | $3,046 | $3,664-16.8% | $2,958+3.0% | $5,439-44.0% |
| Admin fee / account holder | $20,692 | $7,155+189.2% | $5,134+303.1% | $10,885+90.1% |