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 | $52,353 | $72,177-27.5% | $115,037-54.5% | $59,632-12.2% |
| Participation rate | 94.4% | 72.6%+21.9pp | 81.4%+13.1pp | 68.7%+25.8pp |
| Annual return | 6.14% | 12.02%-5.9pp | 26.14%-20.0pp | 2041.28%-2035.1pp |
| Employer contribution / active EE | $6,667 | $2,841+134.6% | $4,608+44.7% | $2,203+202.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $719 | $4,927-85.4% | $8,175-91.2% | $4,297-83.3% |