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 | $78,275 | $60,124+30.2% | $90,404-13.4% | $79,858-2.0% |
| Participation rate | 88.1% | 65.0%+23.1pp | 72.7%+15.4pp | 69.6%+18.5pp |
| Annual return | 13.09% | 71.94%-58.9pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,187 | $2,068+5.8% | $3,262-33.0% | $2,471-11.5% |
| Participant deferral / active EE | $5,557 | $2,938+89.1% | $3,963+40.2% | $3,740+48.6% |
| Admin fee / account holder | $23,391 | $3,976+488.2% | $5,611+316.9% | $5,306+340.8% |