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 | $55,212 | $54,705+0.9% | $71,209-22.5% | $84,808-34.9% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 15.68% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,875 | $2,158-13.1% | $2,721-31.1% | $2,631-28.7% |
| Participant deferral / active EE | $3,738 | $3,030+23.3% | $4,175-10.5% | $4,212-11.3% |
| Admin fee / account holder | $20,034 | $4,863+311.9% | $5,349+274.6% | $7,344+172.8% |