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 | $61,054 | $57,281+6.6% | $86,612-29.5% | $75,163-18.8% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 16.77% | 2670.75%-2654.0pp | 591.07%-574.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,844 | $2,314+66.1% | $3,022+27.2% | $2,670+44.0% |
| Participant deferral / active EE | $6,594 | $3,318+98.8% | $4,438+48.6% | $4,125+59.9% |
| Admin fee / account holder | $6,327 | $4,112+53.9% | $5,614+12.7% | $5,651+12.0% |