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 | $48,531 | $65,041-25.4% | $90,951-46.6% | $79,858-39.2% |
| Participation rate | 89.2% | 61.6%+27.6pp | 69.0%+20.2pp | 69.6%+19.6pp |
| Annual return | 18.94% | 30.45%-11.5pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,440 | $1,247+95.6% | $2,122+15.0% | $2,471-1.3% |
| Participant deferral / active EE | $5,292 | $2,512+110.7% | $3,373+56.9% | $3,740+41.5% |
| Admin fee / account holder | $9,103 | $4,536+100.7% | $5,959+52.8% | $5,306+71.6% |