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 | $37,778 | $57,354-34.1% | $83,848-54.9% | $64,186-41.1% |
| Participation rate | 98.6% | 68.6%+29.9pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | 36.51% | 11.38%+25.1pp | 850.88%-814.4pp | 7.63%+28.9pp |
| Employer contribution / active EE | $7,826 | $2,545+207.5% | $3,631+115.5% | $2,381+228.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,832 | $4,046-54.7% | $5,478-66.6% | $4,888-62.5% |