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 | $44,261 | $74,888-40.9% | $71,209-37.8% | $142,382-68.9% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 15.64% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,589 | $2,854-9.3% | $2,721-4.8% | $4,299-39.8% |
| Participant deferral / active EE | $4,204 | $4,454-5.6% | $4,175+0.7% | $6,507-35.4% |
| Admin fee / account holder | $1,552 | $5,568-72.1% | $5,349-71.0% | $12,624-87.7% |