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 | $75,952 | $76,407-0.6% | $150,298-49.5% | $82,448-7.9% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 20.32% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $5,573 | $2,614+113.2% | $4,154+34.1% | $2,551+118.4% |
| Participant deferral / active EE | $3,376 | $3,214+5.0% | $5,453-38.1% | $4,139-18.4% |
| Admin fee / account holder | $1,002 | $6,352-84.2% | $14,116-92.9% | $7,234-86.1% |