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 | $59,770 | $53,127+12.5% | $86,590-31.0% | $70,131-14.8% |
| Participation rate | 88.8% | 65.3%+23.4pp | 73.5%+15.2pp | 69.5%+19.2pp |
| Annual return | 18.03% | 27.66%-9.6pp | 964.84%-946.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,716 | $2,068+79.7% | $2,839+30.9% | $2,342+58.6% |
| Participant deferral / active EE | $2,167 | $2,696-19.6% | $3,609-40.0% | $3,332-35.0% |
| Admin fee / account holder | $8,013 | $3,585+123.5% | $4,906+63.3% | $4,645+72.5% |