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 | $68,792 | $48,230+42.6% | $67,502+1.9% | $80,856-14.9% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.6%+30.0pp |
| Annual return | 17.31% | 18.28%-1.0pp | 3512.12%-3494.8pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,923 | $2,020-4.8% | $2,731-29.6% | $2,755-30.2% |
| Participant deferral / active EE | $4,822 | $2,924+64.9% | $4,000+20.6% | $4,296+12.3% |
| Admin fee / account holder | $4,845 | $3,681+31.6% | $3,998+21.2% | $6,918-30.0% |