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 | $53,377 | $89,753-40.5% | $107,525-50.4% | $84,808-37.1% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 20.26% | 29.48%-9.2pp | 181.32%-161.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $7,657 | $3,113+145.9% | $3,754+104.0% | $2,631+191.0% |
| Participant deferral / active EE | $6,899 | $4,056+70.1% | $5,116+34.9% | $4,212+63.8% |
| Admin fee / account holder | $4,834 | $7,222-33.1% | $8,919-45.8% | $7,344-34.2% |