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 | $75,355 | $44,960+67.6% | $84,966-11.3% | $74,495+1.2% |
| Participation rate | 95.8% | 49.4%+46.4pp | 67.5%+28.3pp | 67.2%+28.6pp |
| Annual return | 12.87% | 26.24%-13.4pp | 66.38%-53.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,330 | $1,457+59.9% | $2,727-14.6% | $2,623-11.2% |
| Participant deferral / active EE | $6,723 | $2,731+146.2% | $4,519+48.8% | $4,346+54.7% |
| Admin fee / account holder | $2,690 | $2,209+21.8% | $6,149-56.3% | $1,942+38.5% |