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 | $60,579 | $104,486-42.0% | $76,817-21.1% | $152,861-60.4% |
| Participation rate | 94.1% | 76.6%+17.5pp | 72.1%+22.0pp | 82.4%+11.7pp |
| Annual return | 21.30% | 1013.37%-992.1pp | 1166.11%-1144.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,739 | $3,116+52.1% | $2,302+105.9% | $4,762-0.5% |
| Participant deferral / active EE | $9,762 | $4,236+130.5% | $3,336+192.6% | $5,850+66.9% |
| Admin fee / account holder | $1,226 | $12,275-90.0% | $6,420-80.9% | $11,596-89.4% |