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 | $121,983 | $83,902+45.4% | $167,512-27.2% | $84,808+43.8% |
| Participation rate | 93.1% | 66.5%+26.6pp | 77.1%+16.0pp | 68.3%+24.8pp |
| Annual return | 17.89% | 91.55%-73.7pp | 1615.79%-1597.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,061 | $2,264+79.4% | $3,882+4.6% | $2,631+54.4% |
| Participant deferral / active EE | $7,384 | $4,442+66.2% | $6,405+15.3% | $4,212+75.3% |
| Admin fee / account holder | $2,153 | $7,915-72.8% | $9,769-78.0% | $7,344-70.7% |