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 | $74,926 | $98,750-24.1% | $149,696-49.9% | $79,858-6.2% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 16.34% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,506 | $3,216-22.1% | $4,644-46.0% | $2,471+1.4% |
| Participant deferral / active EE | $6,001 | $5,680+5.6% | $6,842-12.3% | $3,740+60.4% |
| Admin fee / account holder | $1,533 | $6,053-74.7% | $9,309-83.5% | $5,306-71.1% |