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 | $112,153 | $55,415+102.4% | $155,509-27.9% | $74,495+50.6% |
| Participation rate | 71.3% | 61.9%+9.4pp | 78.2%-6.9pp | 67.2%+4.1pp |
| Annual return | 19.25% | 268.50%-249.2pp | 64.67%-45.4pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,851 | $2,267-18.3% | $4,672-60.4% | $2,623-29.4% |
| Participant deferral / active EE | $4,022 | $2,836+41.8% | $5,626-28.5% | $4,346-7.4% |
| Admin fee / account holder | $10,807 | $1,738+521.7% | $15,912-32.1% | $1,942+456.6% |