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 | $40,057 | $90,348-55.7% | $75,972-47.3% | $145,922-72.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 11.90% | 620.88%-609.0pp | 359.55%-347.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,893 | $3,311-42.8% | $2,685-29.5% | $4,660-59.4% |
| Participant deferral / active EE | $5,486 | $5,162+6.3% | $4,255+28.9% | $6,688-18.0% |
| Admin fee / account holder | $29,713 | $8,467+250.9% | $6,467+359.5% | $13,397+121.8% |