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 | $68,884 | $54,705+25.9% | $71,209-3.3% | $84,808-18.8% |
| Participation rate | 93.5% | 64.1%+29.4pp | 73.8%+19.8pp | 68.3%+25.2pp |
| Annual return | 19.49% | 35.90%-16.4pp | 282.51%-263.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $4,419 | $2,158+104.8% | $2,721+62.4% | $2,631+67.9% |
| Participant deferral / active EE | $8,800 | $3,030+190.4% | $4,175+110.8% | $4,212+109.0% |
| Admin fee / account holder | $4,525 | $4,863-7.0% | $5,349-15.4% | $7,344-38.4% |