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 | $118,041 | $65,561+80.0% | $86,188+37.0% | $75,163+57.0% |
| Participation rate | 86.1% | 60.5%+25.6pp | 69.0%+17.2pp | 67.2%+18.9pp |
| Annual return | 19.68% | 46.05%-26.4pp | 1168.45%-1148.8pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,583 | $1,553+66.3% | $2,380+8.5% | $2,670-3.3% |
| Participant deferral / active EE | $4,984 | $3,024+64.8% | $3,985+25.1% | $4,125+20.8% |
| Admin fee / account holder | $335 | $5,474-93.9% | $6,852-95.1% | $5,651-94.1% |