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 | $50,135 | $53,127-5.6% | $86,590-42.1% | $70,131-28.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.07% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,444 | $2,068+66.5% | $2,839+21.3% | $2,342+47.0% |
| Participant deferral / active EE | $2,429 | $2,696-9.9% | $3,609-32.7% | $3,332-27.1% |
| Admin fee / account holder | $2,198 | $3,585-38.7% | $4,906-55.2% | $4,645-52.7% |