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 | $111,865 | $83,902+33.3% | $167,512-33.2% | $84,808+31.9% |
| Participation rate | 96.8% | 66.5%+30.3pp | 77.1%+19.7pp | 68.3%+28.5pp |
| Annual return | 15.14% | 91.55%-76.4pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,566 | $2,264+101.7% | $3,882+17.6% | $2,631+73.5% |
| Participant deferral / active EE | $3,651 | $4,442-17.8% | $6,405-43.0% | $4,212-13.3% |
| Admin fee / account holder | $1,920 | $7,915-75.7% | $9,769-80.3% | $7,344-73.8% |