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 | $66,152 | $53,127+24.5% | $86,590-23.6% | $70,131-5.7% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 19.11% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $4,341 | $2,068+109.9% | $2,839+52.9% | $2,342+85.3% |
| Participant deferral / active EE | $2,570 | $2,696-4.7% | $3,609-28.8% | $3,332-22.9% |
| Admin fee / account holder | $1,299 | $3,585-63.8% | $4,906-73.5% | $4,645-72.0% |