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 | $75,201 | $77,314-2.7% | $177,989-57.7% | $80,856-7.0% |
| Participation rate | 90.4% | 65.7%+24.7pp | 77.1%+13.3pp | 67.6%+22.8pp |
| Annual return | 18.09% | 18.09%0pp | 294.48%-276.4pp | 35.59%-17.5pp |
| Employer contribution / active EE | $4,957 | $2,292+116.2% | $3,949+25.5% | $2,755+79.9% |
| Participant deferral / active EE | $8,775 | $4,411+98.9% | $6,276+39.8% | $4,296+104.3% |
| Admin fee / account holder | $3,072 | $7,191-57.3% | $10,363-70.4% | $6,918-55.6% |