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 | $38,068 | $81,233-53.1% | $155,567-75.5% | $80,874-52.9% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 20.83% | 33.33%-12.5pp | 64.74%-43.9pp | 35.62%-14.8pp |
| Employer contribution / active EE | $3,742 | $3,101+20.7% | $4,674-19.9% | $2,756+35.8% |
| Participant deferral / active EE | $7,424 | $3,452+115.0% | $5,628+31.9% | $4,297+72.8% |
| Admin fee / account holder | $456 | $7,998-94.3% | $15,916-97.1% | $6,935-93.4% |