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 | $54,649 | $60,124-9.1% | $90,404-39.5% | $79,858-31.6% |
| Participation rate | 93.3% | 65.0%+28.4pp | 72.7%+20.7pp | 69.6%+23.7pp |
| Annual return | 12.35% | 71.94%-59.6pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,169 | $2,068+53.3% | $3,262-2.8% | $2,471+28.3% |
| Participant deferral / active EE | $3,723 | $2,938+26.7% | $3,963-6.1% | $3,740-0.4% |
| Admin fee / account holder | $2,544 | $3,976-36.0% | $5,611-54.7% | $5,306-52.1% |