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 | $114,856 | $100,041+14.8% | $149,718-23.3% | $70,131+63.8% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 15.99% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,955 | $3,662+8.0% | $5,445-27.4% | $2,342+68.8% |
| Participant deferral / active EE | $8,083 | $4,983+62.2% | $6,569+23.0% | $3,332+142.6% |
| Admin fee / account holder | $982 | $8,286-88.1% | $11,283-91.3% | $4,645-78.9% |