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 | $79,554 | $105,181-24.4% | $159,436-50.1% | $85,850-7.3% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 16.41% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,734 | $3,318-17.6% | $4,829-43.4% | $2,565+6.6% |
| Participant deferral / active EE | $7,840 | $5,945+31.9% | $7,352+6.6% | $3,952+98.4% |
| Admin fee / account holder | $337 | $6,933-95.1% | $10,799-96.9% | $6,260-94.6% |