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 | $62,627 | $98,750-36.6% | $149,696-58.2% | $79,858-21.6% |
| Participation rate | 82.9% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.3pp |
| Annual return | 65.31% | 27.43%+37.9pp | 276.60%-211.3pp | 31.71%+33.6pp |
| Employer contribution / active EE | $5,070 | $3,216+57.6% | $4,644+9.2% | $2,471+105.2% |
| Participant deferral / active EE | $9,997 | $5,680+76.0% | $6,842+46.1% | $3,740+167.3% |
| Admin fee / account holder | $1,569 | $6,053-74.1% | $9,309-83.1% | $5,306-70.4% |