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 | $58,206 | $48,570+19.8% | $130,648-55.4% | $72,985-20.2% |
| Participation rate | 76.7% | 58.6%+18.1pp | 71.7%+4.9pp | 69.5%+7.2pp |
| Annual return | 18.43% | 38.63%-20.2pp | 1708.96%-1690.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,235 | $1,334+142.5% | $4,092-20.9% | $2,440+32.6% |
| Participant deferral / active EE | $6,643 | $2,384+178.7% | $3,603+84.4% | $3,607+84.2% |
| Admin fee / account holder | $7,132 | $3,549+101.0% | $5,464+30.5% | $5,124+39.2% |