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 | $79,219 | $72,277+9.6% | $101,248-21.8% | $79,858-0.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 12.09% | 22.30%-10.2pp | 46.47%-34.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $11,007 | $2,692+308.9% | $3,660+200.8% | $2,471+345.5% |
| Participant deferral / active EE | $4,851 | $3,282+47.8% | $4,370+11.0% | $3,740+29.7% |
| Admin fee / account holder | $833 | $4,400-81.1% | $5,945-86.0% | $5,306-84.3% |