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 | $38,214 | $80,724-52.7% | $103,333-63.0% | $74,495-48.7% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 12.30% | 27.56%-15.3pp | 24.88%-12.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $3,118 | $3,157-1.2% | $3,868-19.4% | $2,623+18.9% |
| Participant deferral / active EE | $7,231 | $3,860+87.3% | $5,057+43.0% | $4,346+66.4% |
| Admin fee / account holder | $3,231 | $2,368+36.5% | $8,355-61.3% | $1,942+66.4% |