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 | $94,044 | $57,281+64.2% | $86,612+8.6% | $75,163+25.1% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 17.88% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,404 | $2,314+3.9% | $3,022-20.5% | $2,670-10.0% |
| Participant deferral / active EE | $7,553 | $3,318+127.7% | $4,438+70.2% | $4,125+83.1% |
| Admin fee / account holder | $3,565 | $4,112-13.3% | $5,614-36.5% | $5,651-36.9% |