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 | $37,958 | $49,177-22.8% | $79,464-52.2% | $64,186-40.9% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.6%+27.0pp |
| Annual return | 13.92% | -1.16%+15.1pp | 718.14%-704.2pp | 7.63%+6.3pp |
| Employer contribution / active EE | $3,721 | $2,076+79.2% | $2,800+32.9% | $2,381+56.3% |
| Participant deferral / active EE | $4,448 | $2,821+57.7% | $3,704+20.1% | $3,470+28.2% |
| Admin fee / account holder | $5,130 | $3,839+33.6% | $5,113+0.3% | $4,888+4.9% |