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 | $65,646 | $89,753-26.9% | $107,525-38.9% | $84,808-22.6% |
| Participation rate | 97.5% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.2pp |
| Annual return | 20.86% | 29.48%-8.6pp | 181.32%-160.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,213 | $3,113-61.0% | $3,754-67.7% | $2,631-53.9% |
| Participant deferral / active EE | $7,041 | $4,056+73.6% | $5,116+37.6% | $4,212+67.2% |
| Admin fee / account holder | $3,015 | $7,222-58.3% | $8,919-66.2% | $7,344-58.9% |