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 | $82,991 | $83,902-1.1% | $167,512-50.5% | $84,808-2.1% |
| Participation rate | 91.2% | 66.5%+24.8pp | 77.1%+14.2pp | 68.3%+22.9pp |
| Annual return | 22.96% | 91.55%-68.6pp | 1615.79%-1592.8pp | 40.90%-17.9pp |
| Employer contribution / active EE | $2,790 | $2,264+23.2% | $3,882-28.1% | $2,631+6.0% |
| Participant deferral / active EE | $9,647 | $4,442+117.2% | $6,405+50.6% | $4,212+129.1% |
| Admin fee / account holder | $5,342 | $7,915-32.5% | $9,769-45.3% | $7,344-27.3% |