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 | $65,631 | $79,449-17.4% | $189,557-65.4% | $85,850-23.6% |
| Participation rate | 94.3% | 66.0%+28.3pp | 78.4%+15.8pp | 69.3%+25.0pp |
| Annual return | 39.74% | 18.45%+21.3pp | 64.17%-24.4pp | 318.53%-278.8pp |
| Employer contribution / active EE | $4,075 | $2,081+95.8% | $4,412-7.6% | $2,565+58.9% |
| Participant deferral / active EE | $10,851 | $4,051+167.8% | $6,174+75.8% | $3,952+174.6% |
| Admin fee / account holder | $579 | $5,377-89.2% | $9,807-94.1% | $6,260-90.7% |