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 | $51,641 | $53,516-3.5% | $126,539-59.2% | $84,808-39.1% |
| Participation rate | 96.4% | 58.2%+38.2pp | 69.8%+26.6pp | 68.3%+28.1pp |
| Annual return | 17.13% | 58.34%-41.2pp | 425.95%-408.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,204 | $1,535+239.1% | $3,674+41.6% | $2,631+97.8% |
| Participant deferral / active EE | $5,928 | $2,671+122.0% | $4,083+45.2% | $4,212+40.8% |
| Admin fee / account holder | $2,231 | $4,497-50.4% | $6,065-63.2% | $7,344-69.6% |