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 | $53,763 | $56,053-4.1% | $75,972-29.2% | $80,856-33.5% |
| Participation rate | 81.7% | 62.0%+19.6pp | 69.1%+12.6pp | 67.6%+14.0pp |
| Annual return | 11.72% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,113 | $1,874+66.1% | $2,685+15.9% | $2,755+13.0% |
| Participant deferral / active EE | $7,034 | $3,052+130.5% | $4,255+65.3% | $4,296+63.7% |
| Admin fee / account holder | $3,694 | $5,234-29.4% | $6,467-42.9% | $6,918-46.6% |