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 | $33,747 | $58,208-42.0% | $81,812-58.8% | $80,856-58.3% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.3%+21.8pp | 67.6%+26.5pp |
| Annual return | 13.83% | 41.66%-27.8pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,837 | $2,340+106.7% | $2,912+66.1% | $2,755+75.6% |
| Participant deferral / active EE | $3,821 | $3,281+16.5% | $4,319-11.5% | $4,296-11.1% |
| Admin fee / account holder | $1,600 | $4,981-67.9% | $7,386-78.3% | $6,918-76.9% |