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 | $55,722 | $51,175+8.9% | $70,515-21.0% | $75,163-25.9% |
| Participation rate | 94.9% | 60.9%+34.0pp | 68.3%+26.6pp | 67.2%+27.7pp |
| Annual return | 17.65% | 30.02%-12.4pp | 32.77%-15.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,374 | $1,826+30.0% | $2,973-20.2% | $2,670-11.1% |
| Participant deferral / active EE | $6,273 | $2,849+120.1% | $4,567+37.4% | $4,125+52.1% |
| Admin fee / account holder | $740 | $4,091-81.9% | $6,412-88.5% | $5,651-86.9% |