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 | $51,974 | $76,000-31.6% | $154,107-66.3% | $64,186-19.0% |
| Participation rate | 92.1% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.5pp |
| Annual return | 4.60% | 30.32%-25.7pp | 735.12%-730.5pp | 7.63%-3.0pp |
| Employer contribution / active EE | $6,605 | $3,351+97.1% | $5,298+24.7% | $2,381+177.4% |
| Participant deferral / active EE | $5,367 | $3,175+69.0% | $5,081+5.6% | $3,470+54.7% |
| Admin fee / account holder | $1,071 | $5,596-80.9% | $13,411-92.0% | $4,888-78.1% |