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 | $60,970 | $52,279+16.6% | $89,391-31.8% | $79,858-23.7% |
| Participation rate | 97.1% | 57.5%+39.5pp | 68.0%+29.1pp | 69.6%+27.4pp |
| Annual return | 17.37% | 22.16%-4.8pp | 245.62%-228.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $8,373 | $1,572+432.8% | $2,586+223.8% | $2,471+238.9% |
| Participant deferral / active EE | $5,167 | $2,740+88.6% | $3,890+32.8% | $3,740+38.2% |
| Admin fee / account holder | $4,584 | $3,356+36.6% | $4,881-6.1% | $5,306-13.6% |