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 | $56,109 | $58,828-4.6% | $77,999-28.1% | $62,891-10.8% |
| Participation rate | 90.9% | 71.1%+19.8pp | 75.5%+15.4pp | 69.3%+21.6pp |
| Annual return | 9.70% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $3,182 | $1,672+90.4% | $2,470+28.8% | $2,281+39.5% |
| Participant deferral / active EE | $5,559 | $2,686+107.0% | $3,497+59.0% | $3,203+73.5% |
| Admin fee / account holder | $1,031 | $4,393-76.5% | $5,480-81.2% | $4,296-76.0% |