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 7-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 | $61,534 | $48,230+27.6% | $67,502-8.8% | $80,856-23.9% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.6%+24.0pp |
| Annual return | 15.54% | 18.28%-2.7pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,422 | $2,020+69.4% | $2,731+25.3% | $2,755+24.2% |
| Participant deferral / active EE | $7,324 | $2,924+150.5% | $4,000+83.1% | $4,296+70.5% |
| Admin fee / account holder | $1,468 | $3,681-60.1% | $3,998-63.3% | $6,918-78.8% |