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 | $44,101 | $109,413-59.7% | $156,263-71.8% | $84,808-48.0% |
| Participation rate | 70.7% | 72.7%-2.0pp | 78.9%-8.2pp | 68.3%+2.4pp |
| Annual return | 126.36% | 20.18%+106.2pp | 59.47%+66.9pp | 40.90%+85.5pp |
| Employer contribution / active EE | $2,305 | $2,907-20.7% | $4,333-46.8% | $2,631-12.4% |
| Participant deferral / active EE | $5,273 | $4,590+14.9% | $6,158-14.4% | $4,212+25.2% |
| Admin fee / account holder | $1,004 | $9,357-89.3% | $14,255-93.0% | $7,344-86.3% |