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 | $68,660 | $91,190-24.7% | $178,490-61.5% | $79,858-14.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 17.46% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,354 | $3,256+33.7% | $5,011-13.1% | $2,471+76.2% |
| Participant deferral / active EE | $7,490 | $3,236+131.4% | $5,202+44.0% | $3,740+100.3% |
| Admin fee / account holder | $1,081 | $6,751-84.0% | $13,984-92.3% | $5,306-79.6% |