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 | $46,548 | $72,277-35.6% | $101,248-54.0% | $79,858-41.7% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.0pp |
| Annual return | 14.10% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $14,762 | $2,692+448.5% | $3,660+303.4% | $2,471+497.5% |
| Participant deferral / active EE | $2,675 | $3,282-18.5% | $4,370-38.8% | $3,740-28.5% |
| Admin fee / account holder | $5,088 | $4,400+15.6% | $5,945-14.4% | $5,306-4.1% |