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 | $60,076 | $85,766-30.0% | $136,294-55.9% | $70,131-14.3% |
| Participation rate | 87.2% | 74.2%+13.0pp | 81.9%+5.3pp | 69.5%+17.6pp |
| Annual return | 20.22% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,123 | $2,966-28.4% | $4,695-54.8% | $2,342-9.4% |
| Participant deferral / active EE | $9,936 | $5,051+96.7% | $6,247+59.0% | $3,332+198.2% |
| Admin fee / account holder | $640 | $5,420-88.2% | $9,243-93.1% | $4,645-86.2% |