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 | $62,985 | $107,334-41.3% | $92,893-32.2% | $152,861-58.8% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 22.53% | 145.58%-123.1pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $15,463 | $4,221+266.3% | $3,653+323.3% | $4,762+224.7% |
| Participant deferral / active EE | $10,360 | $4,845+113.8% | $4,236+144.6% | $5,850+77.1% |
| Admin fee / account holder | $3,717 | $7,079-47.5% | $5,794-35.8% | $11,596-67.9% |