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 | $48,015 | $58,828-18.4% | $77,999-38.4% | $62,891-23.7% |
| Participation rate | 87.2% | 71.1%+16.2pp | 75.5%+11.7pp | 69.3%+17.9pp |
| Annual return | 21.08% | 17.16%+3.9pp | 425.96%-404.9pp | 20.14%+0.9pp |
| Employer contribution / active EE | $7,738 | $1,672+362.9% | $2,470+213.3% | $2,281+239.3% |
| Participant deferral / active EE | $11,387 | $2,686+324.0% | $3,497+225.6% | $3,203+255.5% |
| Admin fee / account holder | $8,248 | $4,393+87.8% | $5,480+50.5% | $4,296+92.0% |