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 | $43,802 | $69,207-36.7% | $64,056-31.6% | $139,434-68.6% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 18.87% | 45.88%-27.0pp | 33.69%-14.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $7,297 | $3,182+129.3% | $2,747+165.7% | $4,751+53.6% |
| Participant deferral / active EE | $5,241 | $4,682+12.0% | $3,880+35.1% | $6,710-21.9% |
| Admin fee / account holder | $380 | $4,244-91.0% | $3,068-87.6% | $11,403-96.7% |