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 | $42,241 | $51,638-18.2% | $68,368-38.2% | $82,448-48.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 21.57% | 37.53%-16.0pp | 292.57%-271.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $4,226 | $2,047+106.5% | $2,649+59.5% | $2,551+65.6% |
| Participant deferral / active EE | $9,390 | $2,914+222.3% | $4,123+127.8% | $4,139+126.8% |
| Admin fee / account holder | $4,782 | $4,643+3.0% | $5,150-7.1% | $7,234-33.9% |