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 | $73,956 | $88,672-16.6% | $105,223-29.7% | $82,448-10.3% |
| Participation rate | 87.4% | 67.9%+19.4pp | 75.0%+12.3pp | 68.1%+19.3pp |
| Annual return | 16.07% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,142 | $3,048+35.9% | $3,689+12.3% | $2,551+62.4% |
| Participant deferral / active EE | $4,038 | $4,0360% | $5,072-20.4% | $4,139-2.5% |
| Admin fee / account holder | $757 | $7,146-89.4% | $8,859-91.5% | $7,234-89.5% |