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 | $72,226 | $65,395+10.4% | $182,532-60.4% | $72,985-1.0% |
| Participation rate | 93.3% | 65.4%+27.9pp | 78.0%+15.4pp | 69.5%+23.8pp |
| Annual return | 23.89% | 27.68%-3.8pp | 148.54%-124.7pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,930 | $1,911+53.3% | $4,076-28.1% | $2,440+20.1% |
| Participant deferral / active EE | $5,995 | $3,563+68.3% | $5,524+8.5% | $3,607+66.2% |
| Admin fee / account holder | $10,072 | $4,245+137.3% | $8,592+17.2% | $5,124+96.6% |