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 | $78,033 | $98,750-21.0% | $149,696-47.9% | $79,858-2.3% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.8pp |
| Annual return | 13.71% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,799 | $3,216-44.1% | $4,644-61.3% | $2,471-27.2% |
| Participant deferral / active EE | $4,765 | $5,680-16.1% | $6,842-30.4% | $3,740+27.4% |
| Admin fee / account holder | $1,256 | $6,053-79.3% | $9,309-86.5% | $5,306-76.3% |