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 | $41,610 | $58,208-28.5% | $81,812-49.1% | $80,856-48.5% |
| Participation rate | 89.7% | 63.4%+26.2pp | 72.3%+17.3pp | 67.6%+22.0pp |
| Annual return | 11.28% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,770 | $2,340+18.4% | $2,912-4.9% | $2,755+0.6% |
| Participant deferral / active EE | $6,784 | $3,281+106.8% | $4,319+57.1% | $4,296+57.9% |
| Admin fee / account holder | $8,693 | $4,981+74.5% | $7,386+17.7% | $6,918+25.7% |