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 | $225,169 | $133,922+68.1% | $116,228+93.7% | $142,382+58.1% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 13.17% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,225 | $5,672+9.7% | $4,953+25.7% | $6,507-4.3% |
| Admin fee / account holder | $7,195 | $14,945-51.9% | $11,989-40.0% | $12,624-43.0% |