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 | $52,097 | $63,346-17.8% | $92,233-43.5% | $70,131-25.7% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 18.20% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $5,875 | $2,471+137.8% | $3,679+59.7% | $2,342+150.8% |
| Participant deferral / active EE | $9,945 | $2,854+248.5% | $3,897+155.2% | $3,332+198.5% |
| Admin fee / account holder | $1,999 | $3,840-47.9% | $5,194-61.5% | $4,645-57.0% |