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 | $68,430 | $73,515-6.9% | $62,995+8.6% | $147,584-53.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 21.77% | 175.43%-153.7pp | 87.57%-65.8pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,352 | $3,320-59.3% | $2,759-51.0% | $4,876-72.3% |
| Participant deferral / active EE | $4,835 | $4,185+15.5% | $3,329+45.2% | $5,439-11.1% |
| Admin fee / account holder | $4,178 | $5,953-29.8% | $3,600+16.0% | $10,885-61.6% |