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 | $45,396 | $53,777-15.6% | $134,143-66.2% | $79,858-43.2% |
| Participation rate | 82.1% | 58.8%+23.3pp | 72.2%+9.9pp | 69.6%+12.4pp |
| Annual return | 37.32% | 19.01%+18.3pp | 36.33%+1.0pp | 31.71%+5.6pp |
| Employer contribution / active EE | $1,939 | $1,321+46.8% | $3,704-47.6% | $2,471-21.5% |
| Participant deferral / active EE | $3,839 | $2,420+58.6% | $3,499+9.7% | $3,740+2.6% |
| Admin fee / account holder | $8,013 | $3,984+101.1% | $6,684+19.9% | $5,306+51.0% |