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 | $71,802 | $93,571-23.3% | $135,903-47.2% | $75,163-4.5% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 58.92% | 30.90%+28.0pp | 68.23%-9.3pp | 160.62%-101.7pp |
| Employer contribution / active EE | $4,209 | $3,537+19.0% | $4,856-13.3% | $2,670+57.6% |
| Participant deferral / active EE | $10,672 | $6,404+66.6% | $7,758+37.6% | $4,125+158.7% |
| Admin fee / account holder | $2,391 | $6,975-65.7% | $10,762-77.8% | $5,651-57.7% |