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 | $46,965 | $103,376-54.6% | $87,100-46.1% | $152,861-69.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.82% | 28.10%-14.3pp | 28.19%-14.4pp | 345.32%-331.5pp |
| Employer contribution / active EE | $17,312 | $3,220+437.6% | $2,521+586.6% | $4,762+263.5% |
| Participant deferral / active EE | $9,108 | $4,778+90.6% | $4,049+125.0% | $5,850+55.7% |
| Admin fee / account holder | $61,520 | $12,205+404.0% | $7,497+720.6% | $11,596+430.5% |