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 | $52,560 | $98,750-46.8% | $149,696-64.9% | $79,858-34.2% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 24.29% | 27.43%-3.1pp | 276.60%-252.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $4,554 | $3,216+41.6% | $4,644-1.9% | $2,471+84.3% |
| Participant deferral / active EE | $9,398 | $5,680+65.4% | $6,842+37.4% | $3,740+151.3% |
| Admin fee / account holder | $2,582 | $6,053-57.3% | $9,309-72.3% | $5,306-51.3% |