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 | $46,160 | $103,376-55.3% | $87,100-47.0% | $152,861-69.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.48% | 28.10%-12.6pp | 28.19%-12.7pp | 345.32%-329.8pp |
| Employer contribution / active EE | $4,936 | $3,220+53.3% | $2,521+95.8% | $4,762+3.7% |
| Participant deferral / active EE | $3,093 | $4,778-35.3% | $4,049-23.6% | $5,850-47.1% |
| Admin fee / account holder | $2,486 | $12,205-79.6% | $7,497-66.8% | $11,596-78.6% |