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 | $62,261 | $65,041-4.3% | $90,951-31.5% | $79,858-22.0% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 17.64% | 30.45%-12.8pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,161 | $1,247+73.3% | $2,122+1.8% | $2,471-12.5% |
| Participant deferral / active EE | $5,161 | $2,512+105.4% | $3,373+53.0% | $3,740+38.0% |
| Admin fee / account holder | $1,988 | $4,536-56.2% | $5,959-66.6% | $5,306-62.5% |