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 | $40,322 | $45,035-10.5% | $62,995-36.0% | $70,131-42.5% |
| Participation rate | 95.0% | 69.5%+25.5pp | 74.8%+20.2pp | 69.5%+25.5pp |
| Annual return | 19.15% | 18.76%+0.4pp | 87.57%-68.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $5,390 | $2,051+162.8% | $2,759+95.4% | $2,342+130.1% |
| Participant deferral / active EE | $3,256 | $2,465+32.1% | $3,329-2.2% | $3,332-2.3% |
| Admin fee / account holder | $3,679 | $2,834+29.8% | $3,600+2.2% | $4,645-20.8% |