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 | $66,637 | $165,912-59.8% | $122,332-45.5% | $147,584-54.8% |
| Participation rate | 93.3% | 79.6%+13.8pp | 71.6%+21.7pp | 82.8%+10.5pp |
| Annual return | 20.73% | 34.55%-13.8pp | 30.27%-9.5pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,357 | $5,754-41.7% | $4,050-17.1% | $4,876-31.2% |
| Participant deferral / active EE | $6,780 | $4,005+69.3% | $3,287+106.3% | $5,439+24.7% |
| Admin fee / account holder | $612 | $7,424-91.8% | $5,478-88.8% | $10,885-94.4% |