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 | $62,667 | $51,576+21.5% | $129,207-51.5% | $80,856-22.5% |
| Participation rate | 97.5% | 57.0%+40.6pp | 69.6%+27.9pp | 67.6%+29.9pp |
| Annual return | 13.21% | 20.81%-7.6pp | 9417.33%-9404.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,688 | $1,584+196.0% | $4,153+12.9% | $2,755+70.2% |
| Participant deferral / active EE | $4,134 | $2,669+54.9% | $4,168-0.8% | $4,296-3.8% |
| Admin fee / account holder | $3,415 | $4,305-20.7% | $7,715-55.7% | $6,918-50.6% |