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 | $59,671 | $98,750-39.6% | $149,696-60.1% | $79,858-25.3% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 17.77% | 27.43%-9.7pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,015 | $3,216+87.0% | $4,644+29.5% | $2,471+143.4% |
| Participant deferral / active EE | $11,974 | $5,680+110.8% | $6,842+75.0% | $3,740+220.2% |
| Admin fee / account holder | $2,863 | $6,053-52.7% | $9,309-69.2% | $5,306-46.0% |