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 | $55,771 | $56,972-2.1% | $182,532-69.4% | $65,185-14.4% |
| Participation rate | 82.0% | 66.5%+15.5pp | 78.0%+4.0pp | 70.2%+11.8pp |
| Annual return | 21.53% | 27.67%-6.1pp | 148.54%-127.0pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,801 | $1,615+11.6% | $4,076-55.8% | $2,177-17.3% |
| Participant deferral / active EE | $4,949 | $3,526+40.3% | $5,524-10.4% | $3,514+40.8% |
| Admin fee / account holder | $1,895 | $528+258.9% | $8,592-77.9% | $847+123.7% |