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 | $84,335 | $60,124+40.3% | $90,404-6.7% | $79,858+5.6% |
| Participation rate | 84.1% | 65.0%+19.1pp | 72.7%+11.4pp | 69.6%+14.5pp |
| Annual return | 18.26% | 71.94%-53.7pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $767 | $2,068-62.9% | $3,262-76.5% | $2,471-69.0% |
| Participant deferral / active EE | $5,292 | $2,938+80.1% | $3,963+33.5% | $3,740+41.5% |
| Admin fee / account holder | $13,198 | $3,976+231.9% | $5,611+135.2% | $5,306+148.7% |