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 | $66,889 | $74,888-10.7% | $71,209-6.1% | $142,382-53.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 19.96% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $7,000 | $2,854+145.2% | $2,721+157.3% | $4,299+62.8% |
| Participant deferral / active EE | $6,783 | $4,454+52.3% | $4,175+62.5% | $6,507+4.2% |
| Admin fee / account holder | $1,403 | $5,568-74.8% | $5,349-73.8% | $12,624-88.9% |