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 | $30,297 | $53,127-43.0% | $86,590-65.0% | $70,131-56.8% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 22.21% | 27.66%-5.5pp | 964.84%-942.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $10,612 | $2,068+413.1% | $2,839+273.8% | $2,342+353.1% |
| Participant deferral / active EE | $3,681 | $2,696+36.5% | $3,609+2.0% | $3,332+10.5% |
| Admin fee / account holder | $1,064 | $3,585-70.3% | $4,906-78.3% | $4,645-77.1% |