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 | $50,844 | $84,233-39.6% | $170,442-70.2% | $70,131-27.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.87% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,200 | $3,387-35.0% | $5,433-59.5% | $2,342-6.1% |
| Participant deferral / active EE | $5,517 | $3,086+78.8% | $4,939+11.7% | $3,332+65.6% |
| Admin fee / account holder | $6,305 | $5,698+10.7% | $13,880-54.6% | $4,645+35.7% |