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 | $70,563 | $53,127+32.8% | $86,590-18.5% | $70,131+0.6% |
| Participation rate | 97.3% | 65.3%+32.0pp | 73.5%+23.7pp | 69.5%+27.8pp |
| Annual return | 14.86% | 27.66%-12.8pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,765 | $2,068+33.7% | $2,839-2.6% | $2,342+18.1% |
| Participant deferral / active EE | $7,893 | $2,696+192.8% | $3,609+118.7% | $3,332+136.9% |
| Admin fee / account holder | $1,899 | $3,585-47.0% | $4,906-61.3% | $4,645-59.1% |