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 | $43,543 | $72,071-39.6% | $68,368-36.3% | $137,256-68.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.72% | 353.14%-325.4pp | 292.57%-264.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $3,180 | $2,788+14.1% | $2,649+20.0% | $4,156-23.5% |
| Participant deferral / active EE | $6,465 | $4,410+46.6% | $4,123+56.8% | $6,407+0.9% |
| Admin fee / account holder | $1,152 | $5,336-78.4% | $5,150-77.6% | $12,270-90.6% |