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 | $65,642 | $100,041-34.4% | $149,718-56.2% | $70,131-6.4% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.1%+3.6pp | 69.5%+21.1pp |
| Annual return | 62.96% | 27.43%+35.5pp | 1501.63%-1438.7pp | 73.14%-10.2pp |
| Employer contribution / active EE | $6,761 | $3,662+84.7% | $5,445+24.2% | $2,342+188.6% |
| Participant deferral / active EE | $13,936 | $4,983+179.7% | $6,569+112.1% | $3,332+318.3% |
| Admin fee / account holder | $789 | $8,286-90.5% | $11,283-93.0% | $4,645-83.0% |