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 | $78,565 | $65,561+19.8% | $86,188-8.8% | $75,163+4.5% |
| Participation rate | 86.0% | 60.5%+25.5pp | 69.0%+17.0pp | 67.2%+18.8pp |
| Annual return | 33.84% | 46.05%-12.2pp | 1168.45%-1134.6pp | 160.62%-126.8pp |
| Employer contribution / active EE | $2,959 | $1,553+90.6% | $2,380+24.3% | $2,670+10.8% |
| Participant deferral / active EE | $5,073 | $3,024+67.8% | $3,985+27.3% | $4,125+23.0% |
| Admin fee / account holder | $7,712 | $5,474+40.9% | $6,852+12.6% | $5,651+36.5% |