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 | $67,595 | $100,041-32.4% | $149,718-54.9% | $70,131-3.6% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 21.13% | 27.43%-6.3pp | 1501.63%-1480.5pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,798 | $3,662+3.7% | $5,445-30.2% | $2,342+62.1% |
| Participant deferral / active EE | $4,766 | $4,983-4.4% | $6,569-27.5% | $3,332+43.0% |
| Admin fee / account holder | $3,220 | $8,286-61.1% | $11,283-71.5% | $4,645-30.7% |