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 | $92,319 | $83,902+10.0% | $167,512-44.9% | $84,808+8.9% |
| Participation rate | 88.9% | 66.5%+22.4pp | 77.1%+11.8pp | 68.3%+20.6pp |
| Annual return | 14.15% | 91.55%-77.4pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,528 | $2,264-32.5% | $3,882-60.6% | $2,631-41.9% |
| Participant deferral / active EE | $4,321 | $4,442-2.7% | $6,405-32.5% | $4,212+2.6% |
| Admin fee / account holder | $11,531 | $7,915+45.7% | $9,769+18.0% | $7,344+57.0% |