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 | $23,028 | $53,127-56.7% | $86,590-73.4% | $70,131-67.2% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 21.28% | 27.66%-6.4pp | 964.84%-943.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,678 | $2,068+29.5% | $2,839-5.7% | $2,342+14.3% |
| Participant deferral / active EE | $5,859 | $2,696+117.3% | $3,609+62.3% | $3,332+75.8% |
| Admin fee / account holder | $5,008 | $3,585+39.7% | $4,906+2.1% | $4,645+7.8% |