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 | $90,893 | $58,694+54.9% | $142,863-36.4% | $85,850+5.9% |
| Participation rate | 84.4% | 58.5%+25.9pp | 71.9%+12.4pp | 69.3%+15.1pp |
| Annual return | 14.06% | 27.72%-13.7pp | 5637.54%-5623.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,642 | $1,423+15.4% | $4,144-60.4% | $2,565-36.0% |
| Participant deferral / active EE | $3,518 | $2,607+34.9% | $3,837-8.3% | $3,952-11.0% |
| Admin fee / account holder | $1,273 | $4,239-70.0% | $6,560-80.6% | $6,260-79.7% |