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 | $66,964 | $100,041-33.1% | $149,718-55.3% | $70,131-4.5% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.1%+1.5pp | 69.5%+19.0pp |
| Annual return | 22.02% | 27.43%-5.4pp | 1501.63%-1479.6pp | 73.14%-51.1pp |
| Employer contribution / active EE | $7,756 | $3,662+111.8% | $5,445+42.5% | $2,342+231.1% |
| Participant deferral / active EE | $9,884 | $4,983+98.4% | $6,569+50.5% | $3,332+196.7% |
| Admin fee / account holder | $8,175 | $8,286-1.3% | $11,283-27.5% | $4,645+76.0% |