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 | $74,793 | $53,127+40.8% | $86,590-13.6% | $70,131+6.6% |
| Participation rate | 97.7% | 65.3%+32.4pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 14.77% | 27.66%-12.9pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,326 | $2,068+12.5% | $2,839-18.1% | $2,342-0.7% |
| Participant deferral / active EE | $6,577 | $2,696+144.0% | $3,609+82.3% | $3,332+97.4% |
| Admin fee / account holder | $2,556 | $3,585-28.7% | $4,906-47.9% | $4,645-45.0% |