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 | $68,756 | $100,901-31.9% | $75,670-9.1% | $147,584-53.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.27% | 35.78%-18.5pp | 27.34%-10.1pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,435 | $3,253+5.6% | $2,352+46.0% | $4,876-29.6% |
| Participant deferral / active EE | $18,542 | $4,027+360.4% | $3,142+490.1% | $5,439+240.9% |
| Admin fee / account holder | $1,256 | $11,285-88.9% | $5,800-78.4% | $10,885-88.5% |