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 | $76,993 | $100,041-23.0% | $149,718-48.6% | $70,131+9.8% |
| Participation rate | 86.1% | 83.6%+2.5pp | 87.1%-1.0pp | 69.5%+16.6pp |
| Annual return | 19.59% | 27.43%-7.8pp | 1501.63%-1482.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $6,305 | $3,662+72.2% | $5,445+15.8% | $2,342+169.2% |
| Participant deferral / active EE | $15,925 | $4,983+219.6% | $6,569+142.4% | $3,332+378.0% |
| Admin fee / account holder | $9,925 | $8,286+19.8% | $11,283-12.0% | $4,645+113.6% |