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 | $62,257 | $58,828+5.8% | $77,999-20.2% | $62,891-1.0% |
| Participation rate | 93.4% | 71.1%+22.4pp | 75.5%+17.9pp | 69.3%+24.1pp |
| Annual return | 7.84% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,511 | $1,672-9.6% | $2,470-38.8% | $2,281-33.8% |
| Participant deferral / active EE | $3,602 | $2,686+34.1% | $3,497+3.0% | $3,203+12.5% |
| Admin fee / account holder | $8,617 | $4,393+96.2% | $5,480+57.2% | $4,296+100.6% |