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 | $63,157 | $98,750-36.0% | $149,696-57.8% | $79,858-20.9% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.2pp |
| Annual return | 16.29% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,868 | $3,216+82.4% | $4,644+26.4% | $2,471+137.5% |
| Participant deferral / active EE | $4,004 | $5,680-29.5% | $6,842-41.5% | $3,740+7.1% |
| Admin fee / account holder | $13,393 | $6,053+121.3% | $9,309+43.9% | $5,306+152.4% |