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 | $78,258 | $98,750-20.8% | $149,696-47.7% | $79,858-2.0% |
| Participation rate | 97.3% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 13.69% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,057 | $3,216-36.0% | $4,644-55.7% | $2,471-16.8% |
| Participant deferral / active EE | $8,994 | $5,680+58.3% | $6,842+31.5% | $3,740+140.5% |
| Admin fee / account holder | $7,918 | $6,053+30.8% | $9,309-14.9% | $5,306+49.2% |