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 | $52,292 | $78,103-33.0% | $289,028-81.9% | $116,875-55.3% |
| Participation rate | 98.1% | 69.5%+28.6pp | 78.0%+20.2pp | 74.5%+23.6pp |
| Annual return | 18.53% | 15.26%+3.3pp | 243.94%-225.4pp | 16.29%+2.2pp |
| Employer contribution / active EE | $4,694 | $2,718+72.7% | $6,326-25.8% | $3,288+42.8% |
| Participant deferral / active EE | $4,518 | $2,921+54.7% | $4,804-6.0% | $3,885+16.3% |
| Admin fee / account holder | $546 | $8,683-93.7% | $14,050-96.1% | $12,263-95.5% |