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 | $79,472 | $76,738+3.6% | $56,411+40.9% | $145,922-45.5% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 9.62% | 2994.23%-2984.6pp | 1701.33%-1691.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,056 | $1,380+121.5% | $1,039+194.2% | $4,660-34.4% |
| Participant deferral / active EE | $7,967 | $2,623+203.8% | $1,952+308.2% | $6,688+19.1% |
| Admin fee / account holder | $2,518 | $3,334-24.5% | $2,829-11.0% | $13,397-81.2% |