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 | $78,994 | $84,233-6.2% | $170,442-53.7% | $70,131+12.6% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 150.01% | 23.06%+126.9pp | 205.93%-55.9pp | 73.14%+76.9pp |
| Employer contribution / active EE | $11,231 | $3,387+231.6% | $5,433+106.7% | $2,342+379.5% |
| Participant deferral / active EE | $9,422 | $3,086+205.4% | $4,939+90.8% | $3,332+182.8% |
| Admin fee / account holder | $3,282 | $5,698-42.4% | $13,880-76.4% | $4,645-29.3% |