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 | $62,782 | $77,899-19.4% | $149,673-58.1% | $75,163-16.5% |
| Participation rate | 74.1% | 65.6%+8.5pp | 78.8%-4.7pp | 67.2%+6.9pp |
| Annual return | 18.96% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,300 | $3,137+37.1% | $4,818-10.7% | $2,670+61.1% |
| Participant deferral / active EE | $6,680 | $3,411+95.8% | $5,680+17.6% | $4,125+61.9% |
| Admin fee / account holder | $339 | $5,956-94.3% | $13,210-97.4% | $5,651-94.0% |