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 | $43,033 | $53,127-19.0% | $86,590-50.3% | $70,131-38.6% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 16.37% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,990 | $2,068+44.6% | $2,839+5.3% | $2,342+27.6% |
| Participant deferral / active EE | $5,061 | $2,696+87.7% | $3,609+40.2% | $3,332+51.9% |
| Admin fee / account holder | $5,698 | $3,585+58.9% | $4,906+16.2% | $4,645+22.7% |