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 | $41,627 | $65,409-36.4% | $98,442-57.7% | $85,850-51.5% |
| Participation rate | 72.5% | 65.0%+7.5pp | 73.3%-0.9pp | 69.3%+3.1pp |
| Annual return | 13.89% | 21.76%-7.9pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,088 | $2,168+88.6% | $2,960+38.1% | $2,565+59.4% |
| Participant deferral / active EE | $2,256 | $3,166-28.7% | $4,276-47.2% | $3,952-42.9% |
| Admin fee / account holder | $1,147 | $4,593-75.0% | $5,949-80.7% | $6,260-81.7% |