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 | $42,786 | $77,899-45.1% | $149,673-71.4% | $75,163-43.1% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 15.55% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,626 | $3,137-16.3% | $4,818-45.5% | $2,670-1.6% |
| Participant deferral / active EE | $6,720 | $3,411+97.0% | $5,680+18.3% | $4,125+62.9% |
| Admin fee / account holder | $12,878 | $5,956+116.2% | $13,210-2.5% | $5,651+127.9% |