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 | $43,427 | $53,127-18.3% | $86,590-49.8% | $70,131-38.1% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.6pp | 69.5%+11.6pp |
| Annual return | 21.86% | 27.66%-5.8pp | 964.84%-943.0pp | 73.14%-51.3pp |
| Employer contribution / active EE | $3,570 | $2,068+72.6% | $2,839+25.7% | $2,342+52.4% |
| Participant deferral / active EE | $3,177 | $2,696+17.8% | $3,609-12.0% | $3,332-4.6% |
| Admin fee / account holder | $1,885 | $3,585-47.4% | $4,906-61.6% | $4,645-59.4% |