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 | $75,520 | $48,795+54.8% | $65,493+15.3% | $84,808-11.0% |
| Participation rate | 97.4% | 67.0%+30.5pp | 73.1%+24.3pp | 68.3%+29.1pp |
| Annual return | 18.68% | 20.20%-1.5pp | 982.45%-963.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,583 | $1,930+189.3% | $2,574+116.9% | $2,631+112.2% |
| Participant deferral / active EE | $4,951 | $2,928+69.1% | $3,961+25.0% | $4,212+17.5% |
| Admin fee / account holder | $1,330 | $3,877-65.7% | $5,028-73.6% | $7,344-81.9% |