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 | $73,914 | $70,756+4.5% | $65,493+12.9% | $142,382-48.1% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 13.76% | 1754.89%-1741.1pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,903 | $2,881+35.5% | $2,574+51.6% | $4,299-9.2% |
| Participant deferral / active EE | $7,163 | $4,637+54.5% | $3,961+80.8% | $6,507+10.1% |
| Admin fee / account holder | $7,785 | $6,559+18.7% | $5,028+54.8% | $12,624-38.3% |