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 4-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 | $79,684 | $90,397-11.9% | $76,002+4.8% | $145,959-45.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.19% | 621.97%-607.8pp | 360.07%-345.9pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,702 | $3,317-48.7% | $2,688-36.7% | $4,661-63.5% |
| Participant deferral / active EE | $8,820 | $5,163+70.8% | $4,257+107.2% | $6,689+31.9% |
| Admin fee / account holder | $670 | $8,369-92.0% | $6,414-89.5% | $13,398-95.0% |