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 | $106,381 | $83,902+26.8% | $167,512-36.5% | $84,808+25.4% |
| Participation rate | 85.4% | 66.5%+19.0pp | 77.1%+8.4pp | 68.3%+17.1pp |
| Annual return | 18.94% | 91.55%-72.6pp | 1615.79%-1596.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,533 | $2,264+144.4% | $3,882+42.5% | $2,631+110.3% |
| Participant deferral / active EE | $13,291 | $4,442+199.2% | $6,405+107.5% | $4,212+215.6% |
| Admin fee / account holder | $17,481 | $7,915+120.9% | $9,769+78.9% | $7,344+138.0% |