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 | $61,789 | $65,561-5.8% | $86,188-28.3% | $75,163-17.8% |
| Participation rate | 97.3% | 60.5%+36.8pp | 69.0%+28.3pp | 67.2%+30.1pp |
| Annual return | 21.06% | 46.05%-25.0pp | 1168.45%-1147.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $4,046 | $1,553+160.6% | $2,380+70.0% | $2,670+51.6% |
| Participant deferral / active EE | $2,563 | $3,024-15.2% | $3,985-35.7% | $4,125-37.9% |
| Admin fee / account holder | $4,660 | $5,474-14.9% | $6,852-32.0% | $5,651-17.5% |