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 | $56,791 | $58,828-3.5% | $77,999-27.2% | $62,891-9.7% |
| Participation rate | 88.2% | 71.1%+17.2pp | 75.5%+12.7pp | 69.3%+18.9pp |
| Annual return | 8.98% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,853 | $1,672+70.7% | $2,470+15.5% | $2,281+25.1% |
| Participant deferral / active EE | $5,390 | $2,686+100.7% | $3,497+54.1% | $3,203+68.3% |
| Admin fee / account holder | $9,595 | $4,393+118.4% | $5,480+75.1% | $4,296+123.4% |