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 | $48,327 | $65,365-26.1% | $92,893-48.0% | $72,985-33.8% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.3pp |
| Annual return | 18.78% | 42.10%-23.3pp | 109.41%-90.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $3,722 | $2,594+43.5% | $3,653+1.9% | $2,440+52.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,533 | $4,251+100.7% | $5,794+47.3% | $5,124+66.5% |