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 | $77,117 | $48,570+58.8% | $130,648-41.0% | $72,985+5.7% |
| Participation rate | 71.1% | 58.6%+12.5pp | 71.7%-0.7pp | 69.5%+1.6pp |
| Annual return | 25.76% | 38.63%-12.9pp | 1708.96%-1683.2pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,284 | $1,334-3.7% | $4,092-68.6% | $2,440-47.4% |
| Participant deferral / active EE | $4,499 | $2,384+88.7% | $3,603+24.9% | $3,607+24.7% |
| Admin fee / account holder | $1,285 | $3,549-63.8% | $5,464-76.5% | $5,124-74.9% |