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 | $50,304 | $57,281-12.2% | $86,612-41.9% | $75,163-33.1% |
| Participation rate | 90.0% | 63.2%+26.8pp | 71.7%+18.3pp | 67.2%+22.8pp |
| Annual return | 17.55% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,694 | $2,314+16.4% | $3,022-10.9% | $2,670+0.9% |
| Participant deferral / active EE | $5,773 | $3,318+74.0% | $4,438+30.1% | $4,125+40.0% |
| Admin fee / account holder | $1,704 | $4,112-58.5% | $5,614-69.6% | $5,651-69.8% |