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 | $73,026 | $68,346+6.8% | $94,646-22.8% | $75,163-2.8% |
| Participation rate | 86.2% | 76.1%+10.1pp | 80.8%+5.4pp | 67.2%+19.0pp |
| Annual return | 17.55% | 616.93%-599.4pp | 156.71%-139.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,761 | $2,701+39.3% | $3,672+2.4% | $2,670+40.9% |
| Participant deferral / active EE | $7,745 | $6,537+18.5% | $7,418+4.4% | $4,125+87.8% |
| Admin fee / account holder | $342 | $5,326-93.6% | $7,231-95.3% | $5,651-93.9% |