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 | $46,204 | $63,346-27.1% | $92,233-49.9% | $70,131-34.1% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 14.65% | 530.12%-515.5pp | 176.28%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $8,400 | $2,471+239.9% | $3,679+128.3% | $2,342+258.6% |
| Participant deferral / active EE | $5,905 | $2,854+106.9% | $3,897+51.5% | $3,332+77.2% |
| Admin fee / account holder | $7,823 | $3,840+103.7% | $5,194+50.6% | $4,645+68.4% |