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 | $90,168 | $74,661+20.8% | $160,784-43.9% | $67,986+32.6% |
| Participation rate | 84.7% | 57.1%+27.6pp | 77.0%+7.7pp | 57.2%+27.5pp |
| Annual return | 16.57% | 28.83%-12.3pp | 1803.92%-1787.3pp | 31.67%-15.1pp |
| Employer contribution / active EE | $2,829 | $1,829+54.7% | $3,733-24.2% | $2,019+40.1% |
| Participant deferral / active EE | $3,500 | $3,681-4.9% | $6,293-44.4% | $3,358+4.2% |
| Admin fee / account holder | $2,400 | $3,959-39.4% | $9,717-75.3% | $3,203-25.1% |