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 | $61,398 | $70,669-13.1% | $169,368-63.7% | $75,163-18.3% |
| Participation rate | 83.1% | 64.8%+18.3pp | 77.1%+5.9pp | 67.2%+15.9pp |
| Annual return | 17.16% | 36.36%-19.2pp | 405.60%-388.4pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,255 | $2,211+137.7% | $4,013+31.0% | $2,670+96.8% |
| Participant deferral / active EE | $4,590 | $4,311+6.5% | $6,221-26.2% | $4,125+11.3% |
| Admin fee / account holder | $3,510 | $5,402-35.0% | $9,003-61.0% | $5,651-37.9% |