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 | $30,379 | $53,127-42.8% | $86,590-64.9% | $70,131-56.7% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 17.01% | 27.66%-10.7pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $4,028 | $2,068+94.7% | $2,839+41.9% | $2,342+71.9% |
| Participant deferral / active EE | $6,975 | $2,696+158.7% | $3,609+93.3% | $3,332+109.4% |
| Admin fee / account holder | $5,002 | $3,585+39.5% | $4,906+2.0% | $4,645+7.7% |