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 | $58,925 | $98,750-40.3% | $149,696-60.6% | $79,858-26.2% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 17.15% | 27.43%-10.3pp | 276.60%-259.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,016 | $3,216+55.9% | $4,644+8.0% | $2,471+103.0% |
| Participant deferral / active EE | $11,546 | $5,680+103.3% | $6,842+68.8% | $3,740+208.7% |
| Admin fee / account holder | $5,261 | $6,053-13.1% | $9,309-43.5% | $5,306-0.9% |