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 | $56,618 | $102,317-44.7% | $146,958-61.5% | $80,856-30.0% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 21.92% | 134.76%-112.8pp | 418.34%-396.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $4,013 | $3,713+8.1% | $4,933-18.6% | $2,755+45.7% |
| Participant deferral / active EE | $8,189 | $6,644+23.3% | $8,070+1.5% | $4,296+90.6% |
| Admin fee / account holder | $14,454 | $7,941+82.0% | $12,998+11.2% | $6,918+108.9% |