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 | $55,021 | $58,234-5.5% | $81,783-32.7% | $80,874-32.0% |
| Participation rate | 87.4% | 63.4%+23.9pp | 72.4%+15.0pp | 67.6%+19.7pp |
| Annual return | 16.05% | 41.70%-25.7pp | 775.05%-759.0pp | 35.62%-19.6pp |
| Employer contribution / active EE | $2,612 | $2,341+11.6% | $2,913-10.3% | $2,756-5.2% |
| Participant deferral / active EE | $4,300 | $3,283+31.0% | $4,320-0.5% | $4,297+0.1% |
| Admin fee / account holder | $1,608 | $4,982-67.7% | $7,380-78.2% | $6,935-76.8% |