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 | $35,945 | $103,376-65.2% | $87,100-58.7% | $152,861-76.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.66% | 28.10%-14.4pp | 28.19%-14.5pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,756 | $3,220-45.5% | $2,521-30.3% | $4,762-63.1% |
| Participant deferral / active EE | $4,595 | $4,778-3.8% | $4,049+13.5% | $5,850-21.4% |
| Admin fee / account holder | $19,292 | $12,205+58.1% | $7,497+157.3% | $11,596+66.4% |