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 | $90,362 | $104,486-13.5% | $76,817+17.6% | $152,861-40.9% |
| Participation rate | 92.9% | 76.6%+16.3pp | 72.1%+20.8pp | 82.4%+10.4pp |
| Annual return | 20.47% | 1013.37%-992.9pp | 1166.11%-1145.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $10,882 | $3,116+249.3% | $2,302+372.7% | $4,762+128.5% |
| Participant deferral / active EE | $8,082 | $4,236+90.8% | $3,336+142.3% | $5,850+38.1% |
| Admin fee / account holder | $727 | $12,275-94.1% | $6,420-88.7% | $11,596-93.7% |