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 | $83,902+42.5% | $167,512-28.6% | $84,808+40.9% |
| Participation rate | 84.1% | 66.5%+17.7pp | 77.1%+7.1pp | 68.3%+15.8pp |
| Annual return | 17.40% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,209 | $2,264+85.9% | $3,882+8.4% | $2,631+60.0% |
| Participant deferral / active EE | $8,538 | $4,442+92.2% | $6,405+33.3% | $4,212+102.7% |
| Admin fee / account holder | $3,405 | $7,915-57.0% | $9,769-65.1% | $7,344-53.6% |