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 | $51,783 | $48,570+6.6% | $130,648-60.4% | $72,985-29.1% |
| Participation rate | 84.6% | 58.6%+26.0pp | 71.7%+12.9pp | 69.5%+15.1pp |
| Annual return | 18.12% | 38.63%-20.5pp | 1708.96%-1690.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,548 | $1,334+16.1% | $4,092-62.2% | $2,440-36.5% |
| Participant deferral / active EE | $4,541 | $2,384+90.5% | $3,603+26.0% | $3,607+25.9% |
| Admin fee / account holder | $14,731 | $3,549+315.1% | $5,464+169.6% | $5,124+187.5% |