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 | $50,623 | $102,317-50.5% | $146,958-65.6% | $80,856-37.4% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 20.24% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $3,591 | $3,713-3.3% | $4,933-27.2% | $2,755+30.3% |
| Participant deferral / active EE | $8,154 | $6,644+22.7% | $8,070+1.0% | $4,296+89.8% |
| Admin fee / account holder | $7,284 | $7,941-8.3% | $12,998-44.0% | $6,918+5.3% |