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 | $66,971 | $78,705-14.9% | $117,854-43.2% | $70,131-4.5% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 18.99% | 23.30%-4.3pp | 335.08%-316.1pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,646 | $2,223+19.0% | $3,786-30.1% | $2,342+13.0% |
| Participant deferral / active EE | $6,193 | $3,297+87.8% | $4,482+38.2% | $3,332+85.9% |
| Admin fee / account holder | $853 | $5,065-83.2% | $8,020-89.4% | $4,645-81.6% |