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 | $59,094 | $53,516+10.4% | $126,539-53.3% | $84,808-30.3% |
| Participation rate | 98.5% | 58.2%+40.2pp | 69.8%+28.6pp | 68.3%+30.2pp |
| Annual return | 13.87% | 58.34%-44.5pp | 425.95%-412.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,834 | $1,535+19.5% | $3,674-50.1% | $2,631-30.3% |
| Participant deferral / active EE | $3,293 | $2,671+23.3% | $4,083-19.3% | $4,212-21.8% |
| Admin fee / account holder | $1,072 | $4,497-76.1% | $6,065-82.3% | $7,344-85.4% |