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 | $147,523 | $83,902+75.8% | $167,512-11.9% | $84,808+74.0% |
| Participation rate | 81.6% | 66.5%+15.1pp | 77.1%+4.5pp | 68.3%+13.3pp |
| Annual return | 14.40% | 91.55%-77.1pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,570 | $2,264+57.7% | $3,882-8.0% | $2,631+35.7% |
| Participant deferral / active EE | $7,910 | $4,442+78.1% | $6,405+23.5% | $4,212+87.8% |
| Admin fee / account holder | $13,544 | $7,915+71.1% | $9,769+38.6% | $7,344+84.4% |