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 | $58,850 | $58,208+1.1% | $81,812-28.1% | $80,856-27.2% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 13.31% | 41.66%-28.3pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,216 | $2,340+80.2% | $2,912+44.8% | $2,755+53.1% |
| Participant deferral / active EE | $4,158 | $3,281+26.7% | $4,319-3.7% | $4,296-3.2% |
| Admin fee / account holder | $8,732 | $4,981+75.3% | $7,386+18.2% | $6,918+26.2% |