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 | $69,247 | $73,515-5.8% | $62,995+9.9% | $147,584-53.1% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.8%+19.6pp | 82.8%+11.6pp |
| Annual return | 13.40% | 175.43%-162.0pp | 87.57%-74.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $4,773 | $3,320+43.7% | $2,759+73.0% | $4,876-2.1% |
| Participant deferral / active EE | $7,381 | $4,185+76.4% | $3,329+121.7% | $5,439+35.7% |
| Admin fee / account holder | $537 | $5,953-91.0% | $3,600-85.1% | $10,885-95.1% |