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 | $60,715 | $65,409-7.2% | $98,442-38.3% | $85,850-29.3% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.3%+20.0pp |
| Annual return | 27.43% | 21.76%+5.7pp | 1492.73%-1465.3pp | 318.53%-291.1pp |
| Employer contribution / active EE | $3,304 | $2,168+52.4% | $2,960+11.6% | $2,565+28.8% |
| Participant deferral / active EE | $5,237 | $3,166+65.4% | $4,276+22.5% | $3,952+32.5% |
| Admin fee / account holder | $3,800 | $4,593-17.3% | $5,949-36.1% | $6,260-39.3% |