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 | $47,349 | $53,127-10.9% | $86,590-45.3% | $70,131-32.5% |
| Participation rate | 84.9% | 65.3%+19.6pp | 73.5%+11.3pp | 69.5%+15.3pp |
| Annual return | 19.49% | 27.66%-8.2pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,444 | $2,068+66.5% | $2,839+21.3% | $2,342+47.0% |
| Participant deferral / active EE | $7,744 | $2,696+187.3% | $3,609+114.6% | $3,332+132.4% |
| Admin fee / account holder | $5,449 | $3,585+52.0% | $4,906+11.1% | $4,645+17.3% |