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 | $80,624 | $58,694+37.4% | $142,863-43.6% | $85,850-6.1% |
| Participation rate | 80.0% | 58.5%+21.5pp | 71.9%+8.1pp | 69.3%+10.7pp |
| Annual return | 13.12% | 27.72%-14.6pp | 5637.54%-5624.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,564 | $2,607+36.7% | $3,837-7.1% | $3,952-9.8% |
| Admin fee / account holder | $1,761 | $4,239-58.5% | $6,560-73.2% | $6,260-71.9% |