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 | $64,171 | $70,756-9.3% | $65,493-2.0% | $142,382-54.9% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 14.68% | 1754.89%-1740.2pp | 982.45%-967.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,075 | $2,881+6.7% | $2,574+19.4% | $4,299-28.5% |
| Participant deferral / active EE | $6,503 | $4,637+40.2% | $3,961+64.2% | $6,507-0.1% |
| Admin fee / account holder | $1,517 | $6,559-76.9% | $5,028-69.8% | $12,624-88.0% |