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 | $60,300 | $83,369-27.7% | $105,223-42.7% | $67,986-11.3% |
| Participation rate | 94.1% | 56.3%+37.8pp | 75.0%+19.0pp | 57.2%+36.9pp |
| Annual return | 21.16% | 24.64%-3.5pp | 180.65%-159.5pp | 31.67%-10.5pp |
| Employer contribution / active EE | $3,028 | $2,541+19.2% | $3,689-17.9% | $2,019+50.0% |
| Participant deferral / active EE | $4,919 | $3,295+49.3% | $5,072-3.0% | $3,358+46.5% |
| Admin fee / account holder | $1,392 | $4,073-65.8% | $8,859-84.3% | $3,203-56.5% |