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 | $43,419 | $48,046-9.6% | $84,611-48.7% | $72,985-40.5% |
| Participation rate | 91.9% | 57.6%+34.3pp | 68.2%+23.7pp | 69.5%+22.4pp |
| Annual return | 19.24% | 37.38%-18.1pp | 258.74%-239.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,824 | $1,602+76.3% | $2,652+6.5% | $2,440+15.7% |
| Participant deferral / active EE | $2,922 | $2,680+9.0% | $3,899-25.1% | $3,607-19.0% |
| Admin fee / account holder | $3,257 | $3,395-4.1% | $4,912-33.7% | $5,124-36.4% |