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 | $50,700 | $48,230+5.1% | $67,502-24.9% | $80,856-37.3% |
| Participation rate | 94.4% | 66.4%+28.1pp | 72.9%+21.6pp | 67.6%+26.8pp |
| Annual return | 23.59% | 18.28%+5.3pp | 3512.12%-3488.5pp | 35.59%-12.0pp |
| Employer contribution / active EE | $4,870 | $2,020+141.1% | $2,731+78.3% | $2,755+76.8% |
| Participant deferral / active EE | $6,439 | $2,924+120.2% | $4,000+61.0% | $4,296+49.9% |
| Admin fee / account holder | $5,331 | $3,681+44.8% | $3,998+33.3% | $6,918-22.9% |