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 | $52,690 | $58,208-9.5% | $81,812-35.6% | $80,856-34.8% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.3%+13.4pp | 67.6%+18.1pp |
| Annual return | 11.57% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,164 | $2,340+35.2% | $2,912+8.6% | $2,755+14.8% |
| Participant deferral / active EE | $2,959 | $3,281-9.8% | $4,319-31.5% | $4,296-31.1% |
| Admin fee / account holder | $10,026 | $4,981+101.3% | $7,386+35.7% | $6,918+44.9% |