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 | $58,428 | $63,346-7.8% | $92,233-36.7% | $70,131-16.7% |
| Participation rate | 91.1% | 68.7%+22.4pp | 76.5%+14.6pp | 69.5%+21.5pp |
| Annual return | 19.27% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $6,180 | $2,471+150.1% | $3,679+68.0% | $2,342+163.8% |
| Participant deferral / active EE | $7,155 | $2,854+150.7% | $3,897+83.6% | $3,332+114.8% |
| Admin fee / account holder | $4,905 | $3,840+27.7% | $5,194-5.5% | $4,645+5.6% |