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 | $119,594 | $101,317+18.0% | $146,958-18.6% | $74,495+60.5% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.2%+5.0pp | 67.2%+19.9pp |
| Annual return | 13.18% | 8730.91%-8717.7pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,246 | $3,810-41.0% | $4,933-54.5% | $2,623-14.4% |
| Participant deferral / active EE | $4,791 | $7,303-34.4% | $8,070-40.6% | $4,346+10.2% |
| Admin fee / account holder | $13,863 | $1,739+697.3% | $12,998+6.7% | $1,942+614.0% |