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 | $49,214 | $48,795+0.9% | $65,493-24.9% | $84,808-42.0% |
| Participation rate | 85.3% | 67.0%+18.3pp | 73.1%+12.2pp | 68.3%+17.0pp |
| Annual return | 13.12% | 20.20%-7.1pp | 982.45%-969.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $6,333 | $1,930+228.2% | $2,574+146.0% | $2,631+140.7% |
| Participant deferral / active EE | $966 | $2,928-67.0% | $3,961-75.6% | $4,212-77.1% |
| Admin fee / account holder | $3,516 | $3,877-9.3% | $5,028-30.1% | $7,344-52.1% |