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 | $39,402 | $56,114-29.8% | $96,139-59.0% | $85,850-54.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 19.47% | 42.30%-22.8pp | 191.94%-172.5pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,582 | $1,620-2.3% | $2,797-43.4% | $2,565-38.3% |
| Participant deferral / active EE | $3,794 | $2,859+32.7% | $4,349-12.8% | $3,952-4.0% |
| Admin fee / account holder | $2,375 | $3,768-37.0% | $5,537-57.1% | $6,260-62.1% |