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 | $136,145 | $99,020+37.5% | $86,590+57.2% | $147,584-7.8% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 13.69% | 1312.34%-1298.6pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,943 | $3,132-6.0% | $2,839+3.6% | $4,876-39.7% |
| Participant deferral / active EE | $5,455 | $3,972+37.3% | $3,609+51.2% | $5,439+0.3% |
| Admin fee / account holder | $6,642 | $5,710+16.3% | $4,906+35.4% | $10,885-39.0% |