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 | $27,326 | $57,281-52.3% | $86,612-68.4% | $75,163-63.6% |
| Participation rate | 94.9% | 63.2%+31.7pp | 71.7%+23.2pp | 67.2%+27.7pp |
| Annual return | 16.05% | 2670.75%-2654.7pp | 591.07%-575.0pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,499 | $2,314+94.4% | $3,022+48.9% | $2,670+68.5% |
| Participant deferral / active EE | $3,862 | $3,318+16.4% | $4,438-13.0% | $4,125-6.4% |
| Admin fee / account holder | $711 | $4,112-82.7% | $5,614-87.3% | $5,651-87.4% |