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 | $23,741 | $72,177-67.1% | $115,037-79.4% | $59,632-60.2% |
| Participation rate | 95.2% | 72.6%+22.7pp | 81.4%+13.9pp | 68.7%+26.6pp |
| Annual return | 29.71% | 12.02%+17.7pp | 26.14%+3.6pp | 2041.28%-2011.6pp |
| Employer contribution / active EE | $6,317 | $2,841+122.3% | $4,608+37.1% | $2,203+186.8% |
| Participant deferral / active EE | $7,056 | $4,783+47.5% | $6,026+17.1% | $3,192+121.1% |
| Admin fee / account holder | $1,904 | $4,927-61.4% | $8,175-76.7% | $4,297-55.7% |