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 | $50,236 | $78,705-36.2% | $117,854-57.4% | $70,131-28.4% |
| Participation rate | 93.1% | 73.2%+19.9pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 16.26% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $7,073 | $2,223+218.1% | $3,786+86.8% | $2,342+201.9% |
| Participant deferral / active EE | $3,549 | $3,297+7.7% | $4,482-20.8% | $3,332+6.5% |
| Admin fee / account holder | $2,773 | $5,065-45.2% | $8,020-65.4% | $4,645-40.3% |