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 | $69,467 | $110,257-37.0% | $96,544-28.0% | $139,434-50.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 13.47% | 26.32%-12.8pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,465 | $3,620+23.4% | $2,965+50.6% | $4,751-6.0% |
| Participant deferral / active EE | $8,119 | $5,548+46.3% | $4,851+67.4% | $6,710+21.0% |
| Admin fee / account holder | $63,138 | $11,591+444.7% | $8,252+665.1% | $11,403+453.7% |