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 | $59,995 | $58,694+2.2% | $142,863-58.0% | $85,850-30.1% |
| Participation rate | 86.8% | 58.5%+28.4pp | 71.9%+14.9pp | 69.3%+17.5pp |
| Annual return | 13.25% | 27.72%-14.5pp | 5637.54%-5624.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,907 | $1,423+34.1% | $4,144-54.0% | $2,565-25.6% |
| Participant deferral / active EE | $2,873 | $2,607+10.2% | $3,837-25.1% | $3,952-27.3% |
| Admin fee / account holder | $3,349 | $4,239-21.0% | $6,560-48.9% | $6,260-46.5% |