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 | $66,748 | $76,738-13.0% | $56,411+18.3% | $145,922-54.3% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 12.44% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,801 | $1,380+30.5% | $1,039+73.4% | $4,660-61.3% |
| Participant deferral / active EE | $3,687 | $2,623+40.6% | $1,952+88.9% | $6,688-44.9% |
| Admin fee / account holder | $2,168 | $3,334-35.0% | $2,829-23.3% | $13,397-83.8% |