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 9-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 | $54,567 | $54,705-0.3% | $71,209-23.4% | $84,808-35.7% |
| Participation rate | 85.3% | 64.1%+21.3pp | 73.8%+11.6pp | 68.3%+17.0pp |
| Annual return | 14.25% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,954 | $2,158+36.9% | $2,721+8.6% | $2,631+12.3% |
| Participant deferral / active EE | $4,325 | $3,030+42.7% | $4,175+3.6% | $4,212+2.7% |
| Admin fee / account holder | $17,438 | $4,863+258.6% | $5,349+226.0% | $7,344+137.5% |