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 | $43,794 | $48,230-9.2% | $67,502-35.1% | $80,856-45.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.6%+29.9pp |
| Annual return | 13.92% | 18.28%-4.4pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,073 | $2,020+52.2% | $2,731+12.5% | $2,755+11.6% |
| Participant deferral / active EE | $4,978 | $2,924+70.3% | $4,000+24.5% | $4,296+15.9% |
| Admin fee / account holder | $6,446 | $3,681+75.1% | $3,998+61.3% | $6,918-6.8% |