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 | $52,353 | $56,629-7.5% | $77,999-32.9% | $55,167-5.1% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.5%+23.6pp | 69.0%+30.1pp |
| Annual return | 7.07% | 2866.98%-2859.9pp | 425.96%-418.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,340 | $1,723+35.8% | $2,470-5.3% | $1,963+19.2% |
| Participant deferral / active EE | $4,102 | $2,777+47.7% | $3,497+17.3% | $3,054+34.3% |
| Admin fee / account holder | $1,962 | $467+320.5% | $5,480-64.2% | $504+289.3% |