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 | $58,399 | $51,175+14.1% | $70,515-17.2% | $75,163-22.3% |
| Participation rate | 84.9% | 60.9%+24.0pp | 68.3%+16.6pp | 67.2%+17.7pp |
| Annual return | 20.25% | 30.02%-9.8pp | 32.77%-12.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,465 | $1,826-19.8% | $2,973-50.7% | $2,670-45.1% |
| Participant deferral / active EE | $6,433 | $2,849+125.8% | $4,567+40.9% | $4,125+55.9% |
| Admin fee / account holder | $12,236 | $4,091+199.1% | $6,412+90.8% | $5,651+116.5% |