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 | $46,341 | $48,570-4.6% | $130,648-64.5% | $72,985-36.5% |
| Participation rate | 84.4% | 58.6%+25.8pp | 71.7%+12.6pp | 69.5%+14.9pp |
| Annual return | 59.53% | 38.63%+20.9pp | 1708.96%-1649.4pp | 81.00%-21.5pp |
| Employer contribution / active EE | $2,230 | $1,334+67.2% | $4,092-45.5% | $2,440-8.6% |
| Participant deferral / active EE | $3,876 | $2,384+62.6% | $3,603+7.6% | $3,607+7.4% |
| Admin fee / account holder | $2,207 | $3,549-37.8% | $5,464-59.6% | $5,124-56.9% |