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 | $124,692 | $73,397+69.9% | $178,014-30.0% | $74,546+67.3% |
| Participation rate | 72.8% | 66.6%+6.2pp | 77.1%-4.3pp | 67.2%+5.6pp |
| Annual return | 13.51% | 17.49%-4.0pp | 294.80%-281.3pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,425 | $2,217+9.4% | $3,950-38.6% | $2,624-7.6% |
| Participant deferral / active EE | $7,463 | $4,512+65.4% | $6,276+18.9% | $4,347+71.7% |
| Admin fee / account holder | $9,854 | $1,809+444.6% | $10,362-4.9% | $1,944+407.0% |