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 | $71,248 | $98,750-27.9% | $149,696-52.4% | $79,858-10.8% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+25.9pp |
| Annual return | 17.10% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,595 | $3,216-19.3% | $4,644-44.1% | $2,471+5.0% |
| Participant deferral / active EE | $5,108 | $5,680-10.1% | $6,842-25.3% | $3,740+36.6% |
| Admin fee / account holder | $2,580 | $6,053-57.4% | $9,309-72.3% | $5,306-51.4% |