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 | $52,697 | $58,208-9.5% | $81,812-35.6% | $80,856-34.8% |
| Participation rate | 86.8% | 63.4%+23.4pp | 72.3%+14.5pp | 67.6%+19.2pp |
| Annual return | 17.00% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $5,277 | $2,340+125.5% | $2,912+81.2% | $2,755+91.6% |
| Participant deferral / active EE | $5,815 | $3,281+77.2% | $4,319+34.6% | $4,296+35.4% |
| Admin fee / account holder | $1,242 | $4,981-75.1% | $7,386-83.2% | $6,918-82.1% |