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 | $46,872 | $89,753-47.8% | $107,525-56.4% | $84,808-44.7% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $14,762 | $3,113+374.2% | $3,754+293.3% | $2,631+461.1% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,593 | $7,222-64.1% | $8,919-70.9% | $7,344-64.7% |