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 | $47,092 | $57,281-17.8% | $86,612-45.6% | $75,163-37.3% |
| Participation rate | 96.6% | 63.2%+33.4pp | 71.7%+24.9pp | 67.2%+29.4pp |
| Annual return | 21.43% | 2670.75%-2649.3pp | 591.07%-569.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,971 | $2,314+28.4% | $3,022-1.7% | $2,670+11.3% |
| Participant deferral / active EE | $6,682 | $3,318+101.4% | $4,438+50.6% | $4,125+62.0% |
| Admin fee / account holder | $3,636 | $4,112-11.6% | $5,614-35.2% | $5,651-35.6% |