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 | $73,952 | $58,694+26.0% | $142,863-48.2% | $85,850-13.9% |
| Participation rate | 97.7% | 58.5%+39.2pp | 71.9%+25.7pp | 69.3%+28.4pp |
| Annual return | 12.99% | 27.72%-14.7pp | 5637.54%-5624.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,270 | $1,423+129.9% | $4,144-21.1% | $2,565+27.5% |
| Participant deferral / active EE | $4,442 | $2,607+70.4% | $3,837+15.8% | $3,952+12.4% |
| Admin fee / account holder | $6,122 | $4,239+44.4% | $6,560-6.7% | $6,260-2.2% |