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 | $62,065 | $102,317-39.3% | $146,958-57.8% | $80,856-23.2% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 16.72% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,573 | $3,713+50.1% | $4,933+13.0% | $2,755+102.3% |
| Participant deferral / active EE | $10,387 | $6,644+56.3% | $8,070+28.7% | $4,296+141.8% |
| Admin fee / account holder | $10,409 | $7,941+31.1% | $12,998-19.9% | $6,918+50.5% |