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 | $46,838 | $53,127-11.8% | $86,590-45.9% | $70,131-33.2% |
| Participation rate | 89.1% | 65.3%+23.8pp | 73.5%+15.6pp | 69.5%+19.6pp |
| Annual return | 20.22% | 27.66%-7.4pp | 964.84%-944.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $3,787 | $2,068+83.1% | $2,839+33.4% | $2,342+61.7% |
| Participant deferral / active EE | $4,690 | $2,696+74.0% | $3,609+30.0% | $3,332+40.8% |
| Admin fee / account holder | $3,073 | $3,585-14.3% | $4,906-37.4% | $4,645-33.8% |