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 | $40,807 | $72,492-43.7% | $87,100-53.1% | $72,985-44.1% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 63.19% | 24.46%+38.7pp | 28.19%+35.0pp | 81.00%-17.8pp |
| Employer contribution / active EE | $2,514 | $1,894+32.8% | $2,521-0.3% | $2,440+3.0% |
| Participant deferral / active EE | $7,163 | $3,270+119.1% | $4,049+76.9% | $3,607+98.6% |
| Admin fee / account holder | $1,389 | $5,055-72.5% | $7,497-81.5% | $5,124-72.9% |