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 | $81,651 | $48,570+68.1% | $130,648-37.5% | $72,985+11.9% |
| Participation rate | 88.9% | 58.6%+30.3pp | 71.7%+17.1pp | 69.5%+19.4pp |
| Annual return | 18.63% | 38.63%-20.0pp | 1708.96%-1690.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,317 | $1,334-1.3% | $4,092-67.8% | $2,440-46.0% |
| Participant deferral / active EE | $4,390 | $2,384+84.2% | $3,603+21.9% | $3,607+21.7% |
| Admin fee / account holder | $1,291 | $3,549-63.6% | $5,464-76.4% | $5,124-74.8% |