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 | $166,317 | $83,902+98.2% | $167,512-0.7% | $84,808+96.1% |
| Participation rate | 86.7% | 66.5%+20.2pp | 77.1%+9.6pp | 68.3%+18.4pp |
| Annual return | 18.04% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,135 | $2,264-49.9% | $3,882-70.8% | $2,631-56.9% |
| Participant deferral / active EE | $7,505 | $4,442+68.9% | $6,405+17.2% | $4,212+78.2% |
| Admin fee / account holder | $2,653 | $7,915-66.5% | $9,769-72.8% | $7,344-63.9% |