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 | $85,591 | $57,281+49.4% | $86,612-1.2% | $75,163+13.9% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 17.34% | 2670.75%-2653.4pp | 591.07%-573.7pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,427 | $2,314+4.8% | $3,022-19.7% | $2,670-9.1% |
| Participant deferral / active EE | $7,520 | $3,318+126.7% | $4,438+69.5% | $4,125+82.3% |
| Admin fee / account holder | $3,378 | $4,112-17.9% | $5,614-39.8% | $5,651-40.2% |