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 | $47,631 | $72,400-34.2% | $67,502-29.4% | $145,922-67.4% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 18.38% | 7182.46%-7164.1pp | 3512.12%-3493.7pp | 561.29%-542.9pp |
| Employer contribution / active EE | $6,154 | $3,069+100.5% | $2,731+125.3% | $4,660+32.1% |
| Participant deferral / active EE | $6,422 | $4,783+34.3% | $4,000+60.5% | $6,688-4.0% |
| Admin fee / account holder | $2,641 | $5,539-52.3% | $3,998-33.9% | $13,397-80.3% |