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 | $69,280 | $68,097+1.7% | $62,929+10.1% | $137,256-49.5% |
| Participation rate | 93.8% | 77.4%+16.3pp | 73.1%+20.6pp | 80.0%+13.8pp |
| Annual return | 11.24% | 1859.11%-1847.9pp | 1063.93%-1052.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $769 | $2,811-72.6% | $2,505-69.3% | $4,156-81.5% |
| Participant deferral / active EE | $2,314 | $4,553-49.2% | $3,888-40.5% | $6,407-63.9% |
| Admin fee / account holder | $2,667 | $6,521-59.1% | $5,065-47.3% | $12,270-78.3% |