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 | $84,420 | $65,409+29.1% | $98,442-14.2% | $85,850-1.7% |
| Participation rate | 74.1% | 65.0%+9.1pp | 73.3%+0.7pp | 69.3%+4.8pp |
| Annual return | 12.67% | 21.76%-9.1pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,000 | $2,168+38.4% | $2,960+1.4% | $2,565+17.0% |
| Participant deferral / active EE | $5,908 | $3,166+86.6% | $4,276+38.2% | $3,952+49.5% |
| Admin fee / account holder | $23,030 | $4,593+401.5% | $5,949+287.1% | $6,260+267.9% |