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 | $76,997 | $98,750-22.0% | $149,696-48.6% | $79,858-3.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 15.11% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,705 | $3,216+15.2% | $4,644-20.2% | $2,471+49.9% |
| Participant deferral / active EE | $8,957 | $5,680+57.7% | $6,842+30.9% | $3,740+139.5% |
| Admin fee / account holder | $8,808 | $6,053+45.5% | $9,309-5.4% | $5,306+66.0% |