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 | $43,123 | $53,127-18.8% | $86,590-50.2% | $70,131-38.5% |
| Participation rate | 93.7% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 23.75% | 27.66%-3.9pp | 964.84%-941.1pp | 73.14%-49.4pp |
| Employer contribution / active EE | $4,129 | $2,068+99.7% | $2,839+45.4% | $2,342+76.3% |
| Participant deferral / active EE | $3,906 | $2,696+44.9% | $3,609+8.3% | $3,332+17.2% |
| Admin fee / account holder | $3,225 | $3,585-10.0% | $4,906-34.3% | $4,645-30.6% |