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 | $78,694 | $102,966-23.6% | $90,281-12.8% | $152,861-48.5% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 23.71% | 95.16%-71.5pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $4,113 | $3,139+31.0% | $2,854+44.1% | $4,762-13.6% |
| Participant deferral / active EE | $7,322 | $4,281+71.0% | $3,885+88.4% | $5,850+25.2% |
| Admin fee / account holder | $9,162 | $6,171+48.5% | $5,351+71.2% | $11,596-21.0% |