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 | $44,562 | $48,046-7.3% | $84,611-47.3% | $72,985-38.9% |
| Participation rate | 97.4% | 57.6%+39.9pp | 68.2%+29.2pp | 69.5%+27.9pp |
| Annual return | 20.36% | 37.38%-17.0pp | 258.74%-238.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,891 | $1,602+18.1% | $2,652-28.7% | $2,440-22.5% |
| Participant deferral / active EE | $3,800 | $2,680+41.8% | $3,899-2.5% | $3,607+5.3% |
| Admin fee / account holder | $7,475 | $3,395+120.2% | $4,912+52.2% | $5,124+45.9% |