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 | $61,406 | $62,672-2.0% | $185,117-66.8% | $70,131-12.4% |
| Participation rate | 94.4% | 63.8%+30.7pp | 77.3%+17.2pp | 69.5%+24.9pp |
| Annual return | 16.23% | 40.79%-24.6pp | 40.50%-24.3pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,915 | $1,753+180.3% | $4,182+17.5% | $2,342+109.8% |
| Participant deferral / active EE | $8,083 | $3,272+147.1% | $5,045+60.2% | $3,332+142.6% |
| Admin fee / account holder | $1,411 | $3,932-64.1% | $8,159-82.7% | $4,645-69.6% |