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 | $58,854 | $70,669-16.7% | $169,368-65.3% | $75,163-21.7% |
| Participation rate | 98.3% | 64.8%+33.5pp | 77.1%+21.1pp | 67.2%+31.1pp |
| Annual return | 15.42% | 36.36%-20.9pp | 405.60%-390.2pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,301 | $2,211+94.5% | $4,013+7.2% | $2,670+61.1% |
| Participant deferral / active EE | $6,838 | $4,311+58.6% | $6,221+9.9% | $4,125+65.8% |
| Admin fee / account holder | $1,229 | $5,402-77.2% | $9,003-86.3% | $5,651-78.2% |