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 | $115,325 | $100,041+15.3% | $149,718-23.0% | $70,131+64.4% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 16.67% | 27.43%-10.8pp | 1501.63%-1485.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,951 | $3,662+7.9% | $5,445-27.4% | $2,342+68.7% |
| Participant deferral / active EE | $8,039 | $4,983+61.3% | $6,569+22.4% | $3,332+141.3% |
| Admin fee / account holder | $2,219 | $8,286-73.2% | $11,283-80.3% | $4,645-52.2% |