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 | $64,878 | $99,957-35.1% | $149,696-56.7% | $73,488-11.7% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 37.94% | 53.87%-15.9pp | 276.60%-238.7pp | 28.51%+9.4pp |
| Employer contribution / active EE | $11,208 | $3,191+251.2% | $4,644+141.3% | $2,270+393.7% |
| Participant deferral / active EE | $5,013 | $6,073-17.4% | $6,842-26.7% | $3,740+34.1% |
| Admin fee / account holder | $4,982 | $551+804.8% | $9,309-46.5% | $513+871.1% |