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 | $77,468 | $98,750-21.6% | $149,696-48.2% | $79,858-3.0% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 20.70% | 27.43%-6.7pp | 276.60%-255.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $892 | $3,216-72.3% | $4,644-80.8% | $2,471-63.9% |
| Participant deferral / active EE | $8,430 | $5,680+48.4% | $6,842+23.2% | $3,740+125.4% |
| Admin fee / account holder | $2,243 | $6,053-62.9% | $9,309-75.9% | $5,306-57.7% |