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 | $47,811 | $133,922-64.3% | $116,228-58.9% | $142,382-66.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.6%+17.8pp | 80.1%+12.2pp |
| Annual return | 55.22% | 147.76%-92.5pp | 90.06%-34.8pp | 217.08%-161.9pp |
| Employer contribution / active EE | $6,785 | $3,446+96.9% | $2,994+126.6% | $4,299+57.8% |
| Participant deferral / active EE | $13,625 | $5,672+140.2% | $4,953+175.1% | $6,507+109.4% |
| Admin fee / account holder | $2,262 | $14,945-84.9% | $11,989-81.1% | $12,624-82.1% |