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 | $48,996 | $51,576-5.0% | $129,207-62.1% | $80,856-39.4% |
| Participation rate | 88.9% | 57.0%+31.9pp | 69.6%+19.3pp | 67.6%+21.3pp |
| Annual return | 11.73% | 20.81%-9.1pp | 9417.33%-9405.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,481 | $1,584+56.7% | $4,153-40.3% | $2,755-9.9% |
| Participant deferral / active EE | $3,990 | $2,669+49.5% | $4,168-4.3% | $4,296-7.1% |
| Admin fee / account holder | $29,808 | $4,305+592.4% | $7,715+286.4% | $6,918+330.9% |