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 | $34,361 | $53,127-35.3% | $86,590-60.3% | $70,131-51.0% |
| Participation rate | 96.7% | 65.3%+31.4pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 16.06% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,637 | $2,068-20.9% | $2,839-42.4% | $2,342-30.1% |
| Participant deferral / active EE | $3,655 | $2,696+35.6% | $3,609+1.3% | $3,332+9.7% |
| Admin fee / account holder | $865 | $3,585-75.9% | $4,906-82.4% | $4,645-81.4% |