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 | $43,302 | $51,638-16.1% | $68,368-36.7% | $82,448-47.5% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 18.95% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $5,795 | $2,047+183.2% | $2,649+118.8% | $2,551+127.2% |
| Participant deferral / active EE | $1,971 | $2,914-32.4% | $4,123-52.2% | $4,139-52.4% |
| Admin fee / account holder | $6,075 | $4,643+30.8% | $5,150+18.0% | $7,234-16.0% |