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 | $69,826 | $107,334-34.9% | $92,893-24.8% | $152,861-54.3% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 20.11% | 145.58%-125.5pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,155 | $4,221-48.9% | $3,653-41.0% | $4,762-54.7% |
| Participant deferral / active EE | $6,151 | $4,845+27.0% | $4,236+45.2% | $5,850+5.1% |
| Admin fee / account holder | $1,014 | $7,079-85.7% | $5,794-82.5% | $11,596-91.3% |