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 | $42,147 | $45,152-6.7% | $73,843-42.9% | $59,632-29.3% |
| Participation rate | 86.0% | 64.0%+22.0pp | 73.4%+12.6pp | 68.7%+17.4pp |
| Annual return | 3.47% | 27.40%-23.9pp | 2267.84%-2264.4pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $2,296 | $1,902+20.7% | $2,787-17.6% | $2,203+4.2% |
| Participant deferral / active EE | $7,158 | $2,574+178.1% | $3,583+99.8% | $3,192+124.3% |
| Admin fee / account holder | $6,574 | $3,516+87.0% | $4,880+34.7% | $4,297+53.0% |