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 | $44,873 | $77,899-42.4% | $149,673-70.0% | $75,163-40.3% |
| Participation rate | 95.8% | 65.6%+30.3pp | 78.8%+17.1pp | 67.2%+28.6pp |
| Annual return | 87.43% | 31.72%+55.7pp | 134.42%-47.0pp | 160.62%-73.2pp |
| Employer contribution / active EE | $2,021 | $3,137-35.6% | $4,818-58.0% | $2,670-24.3% |
| Participant deferral / active EE | $4,881 | $3,411+43.1% | $5,680-14.1% | $4,125+18.3% |
| Admin fee / account holder | $9,763 | $5,956+63.9% | $13,210-26.1% | $5,651+72.8% |