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 | $70,682 | $100,041-29.3% | $149,718-52.8% | $70,131+0.8% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 14.13% | 27.43%-13.3pp | 1501.63%-1487.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,768 | $3,662-24.4% | $5,445-49.2% | $2,342+18.2% |
| Participant deferral / active EE | $3,905 | $4,983-21.6% | $6,569-40.6% | $3,332+17.2% |
| Admin fee / account holder | $26,441 | $8,286+219.1% | $11,283+134.3% | $4,645+469.2% |