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 | $82,061 | $123,909-33.8% | $69,647+17.8% | $145,922-43.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.5%+19.3pp | 80.3%+5.4pp |
| Annual return | 22.45% | 190.55%-168.1pp | 100.48%-78.0pp | 561.29%-538.8pp |
| Employer contribution / active EE | $7,623 | $2,682+184.3% | $1,712+345.1% | $4,660+63.6% |
| Participant deferral / active EE | $4,488 | $4,236+6.0% | $2,886+55.5% | $6,688-32.9% |
| Admin fee / account holder | $1,366 | $7,863-82.6% | $4,713-71.0% | $13,397-89.8% |