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 | $57,780 | $55,472+4.2% | $155,567-62.9% | $74,546-22.5% |
| Participation rate | 85.1% | 61.9%+23.2pp | 78.2%+6.9pp | 67.2%+17.9pp |
| Annual return | 14.50% | 268.72%-254.2pp | 64.74%-50.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $4,764 | $2,269+110.0% | $4,674+1.9% | $2,624+81.5% |
| Participant deferral / active EE | $5,579 | $2,838+96.6% | $5,628-0.9% | $4,347+28.3% |
| Admin fee / account holder | $736 | $1,743-57.8% | $15,916-95.4% | $1,944-62.1% |