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 | $119,526 | $80,812+47.9% | $160,784-25.7% | $82,448+45.0% |
| Participation rate | 84.1% | 66.2%+17.9pp | 77.0%+7.2pp | 68.1%+16.1pp |
| Annual return | 17.40% | 100.59%-83.2pp | 1803.92%-1786.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,209 | $2,174+93.6% | $3,733+12.8% | $2,551+65.0% |
| Participant deferral / active EE | $8,538 | $4,335+96.9% | $6,293+35.7% | $4,139+106.3% |
| Admin fee / account holder | $3,405 | $7,695-55.8% | $9,717-65.0% | $7,234-52.9% |