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 | $73,134 | $165,912-55.9% | $122,332-40.2% | $147,584-50.4% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.3pp | 82.8%+6.1pp |
| Annual return | 19.81% | 34.55%-14.7pp | 30.27%-10.5pp | 578.55%-558.7pp |
| Employer contribution / active EE | $5,907 | $5,754+2.7% | $4,050+45.8% | $4,876+21.1% |
| Participant deferral / active EE | $9,130 | $4,005+127.9% | $3,287+177.8% | $5,439+67.9% |
| Admin fee / account holder | $4,413 | $7,424-40.6% | $5,478-19.4% | $10,885-59.5% |