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 | $43,414 | $54,705-20.6% | $71,209-39.0% | $84,808-48.8% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.8%+14.7pp | 68.3%+20.2pp |
| Annual return | 18.92% | 35.90%-17.0pp | 282.51%-263.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,261 | $2,158-41.5% | $2,721-53.6% | $2,631-52.1% |
| Participant deferral / active EE | $3,976 | $3,030+31.2% | $4,175-4.8% | $4,212-5.6% |
| Admin fee / account holder | $714 | $4,863-85.3% | $5,349-86.7% | $7,344-90.3% |