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 | $113,997 | $83,902+35.9% | $167,512-31.9% | $84,808+34.4% |
| Participation rate | 88.6% | 66.5%+22.1pp | 77.1%+11.5pp | 68.3%+20.3pp |
| Annual return | 14.53% | 91.55%-77.0pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,337 | $2,264+3.2% | $3,882-39.8% | $2,631-11.2% |
| Participant deferral / active EE | $3,680 | $4,442-17.2% | $6,405-42.5% | $4,212-12.6% |
| Admin fee / account holder | $14,650 | $7,915+85.1% | $9,769+50.0% | $7,344+99.5% |