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 | $62,630 | $58,208+7.6% | $81,812-23.4% | $80,856-22.5% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 11.71% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,180 | $2,340-49.6% | $2,912-59.5% | $2,755-57.2% |
| Participant deferral / active EE | $5,500 | $3,281+67.6% | $4,319+27.4% | $4,296+28.0% |
| Admin fee / account holder | $4,563 | $4,981-8.4% | $7,386-38.2% | $6,918-34.0% |