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 | $52,222 | $85,202-38.7% | $172,739-69.8% | $72,985-28.4% |
| Participation rate | 74.1% | 70.1%+4.0pp | 82.6%-8.6pp | 69.5%+4.6pp |
| Annual return | 78.27% | 27.32%+50.9pp | 802.84%-724.6pp | 81.00%-2.7pp |
| Employer contribution / active EE | $6,543 | $3,324+96.8% | $5,143+27.2% | $2,440+168.2% |
| Participant deferral / active EE | $9,480 | $3,260+190.8% | $5,198+82.4% | $3,607+162.8% |
| Admin fee / account holder | $874 | $5,884-85.1% | $13,954-93.7% | $5,124-82.9% |