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 | $81,716 | $133,922-39.0% | $116,228-29.7% | $142,382-42.6% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.6%+17.8pp | 80.1%+12.2pp |
| Annual return | 16.88% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,693 | $3,446+36.2% | $2,994+56.7% | $4,299+9.2% |
| Participant deferral / active EE | $6,504 | $5,672+14.7% | $4,953+31.3% | $6,5070% |
| Admin fee / account holder | $628 | $14,945-95.8% | $11,989-94.8% | $12,624-95.0% |