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 | $77,472 | $100,041-22.6% | $149,718-48.3% | $70,131+10.5% |
| Participation rate | 94.3% | 83.6%+10.8pp | 87.1%+7.3pp | 69.5%+24.8pp |
| Annual return | 18.60% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,072 | $3,662-43.4% | $5,445-61.9% | $2,342-11.5% |
| Participant deferral / active EE | $6,205 | $4,983+24.5% | $6,569-5.5% | $3,332+86.2% |
| Admin fee / account holder | $361 | $8,286-95.6% | $11,283-96.8% | $4,645-92.2% |