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 | $82,899 | $123,909-33.1% | $69,647+19.0% | $145,922-43.2% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.5%+19.3pp | 80.3%+5.4pp |
| Annual return | 17.33% | 190.55%-173.2pp | 100.48%-83.2pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,625 | $2,682+35.2% | $1,712+111.7% | $4,660-22.2% |
| Participant deferral / active EE | $9,599 | $4,236+126.6% | $2,886+232.6% | $6,688+43.5% |
| Admin fee / account holder | $7,333 | $7,863-6.7% | $4,713+55.6% | $13,397-45.3% |