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 | $98,351 | $83,902+17.2% | $167,512-41.3% | $84,808+16.0% |
| Participation rate | 88.2% | 66.5%+21.8pp | 77.1%+11.2pp | 68.3%+19.9pp |
| Annual return | 13.80% | 91.55%-77.7pp | 1615.79%-1602.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,550 | $2,264+12.6% | $3,882-34.3% | $2,631-3.1% |
| Participant deferral / active EE | $5,204 | $4,442+17.1% | $6,405-18.7% | $4,212+23.6% |
| Admin fee / account holder | $2,910 | $7,915-63.2% | $9,769-70.2% | $7,344-60.4% |