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 | $70,912 | $63,346+11.9% | $92,233-23.1% | $70,131+1.1% |
| Participation rate | 97.0% | 68.7%+28.3pp | 76.5%+20.5pp | 69.5%+27.4pp |
| Annual return | 15.80% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,303 | $2,471+33.7% | $3,679-10.2% | $2,342+41.0% |
| Participant deferral / active EE | $6,393 | $2,854+124.0% | $3,897+64.1% | $3,332+91.9% |
| Admin fee / account holder | $2,132 | $3,840-44.5% | $5,194-59.0% | $4,645-54.1% |