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 | $43,177 | $98,750-56.3% | $149,696-71.2% | $79,858-45.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 45.47% | 27.43%+18.0pp | 276.60%-231.1pp | 31.71%+13.8pp |
| Employer contribution / active EE | $7,247 | $3,216+125.3% | $4,644+56.0% | $2,471+193.3% |
| Participant deferral / active EE | $8,940 | $5,680+57.4% | $6,842+30.7% | $3,740+139.0% |
| Admin fee / account holder | $4,402 | $6,053-27.3% | $9,309-52.7% | $5,306-17.0% |