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 | $72,034 | $77,899-7.5% | $149,673-51.9% | $75,163-4.2% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 94.17% | 31.72%+62.4pp | 134.42%-40.3pp | 160.62%-66.5pp |
| Employer contribution / active EE | $2,535 | $3,137-19.2% | $4,818-47.4% | $2,670-5.0% |
| Participant deferral / active EE | $6,503 | $3,411+90.7% | $5,680+14.5% | $4,125+57.6% |
| Admin fee / account holder | $2,519 | $5,956-57.7% | $13,210-80.9% | $5,651-55.4% |