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 | $46,840 | $56,897-17.7% | $84,750-44.7% | $62,891-25.5% |
| Participation rate | 97.1% | 68.5%+28.6pp | 76.6%+20.6pp | 69.3%+27.8pp |
| Annual return | 66.40% | 6.30%+60.1pp | 22.78%+43.6pp | 20.14%+46.3pp |
| Employer contribution / active EE | $4,556 | $2,400+89.8% | $3,574+27.5% | $2,281+99.7% |
| Participant deferral / active EE | $2,703 | $2,709-0.2% | $3,712-27.2% | $3,203-15.6% |
| Admin fee / account holder | $16,932 | $3,581+372.9% | $5,332+217.6% | $4,296+294.2% |