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 | $77,855 | $39,798+95.6% | $67,711+15.0% | $59,632+30.6% |
| Participation rate | 92.6% | 57.4%+35.2pp | 67.5%+25.1pp | 68.7%+23.9pp |
| Annual return | -1.48% | 89.94%-91.4pp | 25.41%-26.9pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $805 | $1,393-42.2% | $2,559-68.5% | $2,203-63.4% |
| Participant deferral / active EE | $5,317 | $2,335+127.7% | $3,585+48.3% | $3,192+66.6% |
| Admin fee / account holder | $2,735 | $3,212-14.9% | $4,255-35.7% | $4,297-36.4% |