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 | $56,069 | $123,793-54.7% | $177,821-68.5% | $79,858-29.8% |
| Participation rate | 98.6% | 84.7%+14.0pp | 87.7%+10.9pp | 69.6%+29.0pp |
| Annual return | 12.10% | 22.82%-10.7pp | 48.32%-36.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $8,814 | $4,095+115.2% | $5,918+48.9% | $2,471+256.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,522 | $7,243-51.4% | $12,427-71.7% | $5,306-33.6% |