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 | $43,160 | $98,750-56.3% | $149,696-71.2% | $79,858-46.0% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 13.78% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,345 | $3,216-58.2% | $4,644-71.0% | $2,471-45.6% |
| Participant deferral / active EE | $2,992 | $5,680-47.3% | $6,842-56.3% | $3,740-20.0% |
| Admin fee / account holder | $1,165 | $6,053-80.8% | $9,309-87.5% | $5,306-78.1% |