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 | $60,743 | $98,750-38.5% | $149,696-59.4% | $79,858-23.9% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 15.45% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,655 | $3,216+13.6% | $4,644-21.3% | $2,471+47.9% |
| Participant deferral / active EE | $7,060 | $5,680+24.3% | $6,842+3.2% | $3,740+88.8% |
| Admin fee / account holder | $16,627 | $6,053+174.7% | $9,309+78.6% | $5,306+213.3% |