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 | $71,045 | $53,516+32.8% | $126,539-43.9% | $84,808-16.2% |
| Participation rate | 90.4% | 58.2%+32.2pp | 69.8%+20.6pp | 68.3%+22.1pp |
| Annual return | 13.53% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,515 | $1,535-1.3% | $3,674-58.8% | $2,631-42.4% |
| Participant deferral / active EE | $3,902 | $2,671+46.1% | $4,083-4.4% | $4,212-7.4% |
| Admin fee / account holder | $1,364 | $4,497-69.7% | $6,065-77.5% | $7,344-81.4% |