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 | $45,177 | $101,724-55.6% | $164,813-72.6% | $80,856-44.1% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.6%+30.8pp |
| Annual return | 16.57% | 16.72%-0.1pp | 69.93%-53.4pp | 35.59%-19.0pp |
| Employer contribution / active EE | $7,813 | $2,953+164.5% | $4,341+80.0% | $2,755+183.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,890 | $8,227-52.7% | $12,690-69.3% | $6,918-43.8% |