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 | $42,872 | $47,944-10.6% | $67,834-36.8% | $62,891-31.8% |
| Participation rate | 98.1% | 61.1%+37.0pp | 68.8%+29.3pp | 69.3%+28.8pp |
| Annual return | 8.32% | 11.77%-3.4pp | 138.47%-130.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,800 | $1,562+143.3% | $2,403+58.1% | $2,281+66.6% |
| Participant deferral / active EE | $3,013 | $2,247+34.1% | $3,160-4.6% | $3,203-5.9% |
| Admin fee / account holder | $1,579 | $3,712-57.5% | $4,622-65.8% | $4,296-63.2% |