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 | $55,838 | $54,705+2.1% | $71,209-21.6% | $84,808-34.2% |
| Participation rate | 93.6% | 64.1%+29.5pp | 73.8%+19.9pp | 68.3%+25.3pp |
| Annual return | 26.59% | 35.90%-9.3pp | 282.51%-255.9pp | 40.90%-14.3pp |
| Employer contribution / active EE | $3,594 | $2,158+66.6% | $2,721+32.1% | $2,631+36.6% |
| Participant deferral / active EE | $6,924 | $3,030+128.5% | $4,175+65.8% | $4,212+64.4% |
| Admin fee / account holder | $525 | $4,863-89.2% | $5,349-90.2% | $7,344-92.8% |