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 | $124,699 | $100,041+24.6% | $149,718-16.7% | $70,131+77.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 17.79% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,922 | $3,662-47.5% | $5,445-64.7% | $2,342-17.9% |
| Participant deferral / active EE | $3,853 | $4,983-22.7% | $6,569-41.3% | $3,332+15.6% |
| Admin fee / account holder | $955 | $8,286-88.5% | $11,283-91.5% | $4,645-79.4% |