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 | $52,095 | $91,190-42.9% | $178,490-70.8% | $79,858-34.8% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.1pp |
| Annual return | 22.14% | 24.19%-2.1pp | 151.07%-128.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $4,035 | $3,256+23.9% | $5,011-19.5% | $2,471+63.3% |
| Participant deferral / active EE | $7,162 | $3,236+121.3% | $5,202+37.7% | $3,740+91.5% |
| Admin fee / account holder | $8,834 | $6,751+30.9% | $13,984-36.8% | $5,306+66.5% |