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 | $47,348 | $53,127-10.9% | $86,590-45.3% | $70,131-32.5% |
| Participation rate | 97.7% | 65.3%+32.4pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 15.37% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $5,660 | $2,068+173.7% | $2,839+99.4% | $2,342+141.6% |
| Participant deferral / active EE | $3,796 | $2,696+40.8% | $3,609+5.2% | $3,332+13.9% |
| Admin fee / account holder | $5,690 | $3,585+58.7% | $4,906+16.0% | $4,645+22.5% |