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 | $75,945 | $58,694+29.4% | $142,863-46.8% | $85,850-11.5% |
| Participation rate | 86.7% | 58.5%+28.2pp | 71.9%+14.7pp | 69.3%+17.4pp |
| Annual return | 13.00% | 27.72%-14.7pp | 5637.54%-5624.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,400 | $1,423-1.6% | $4,144-66.2% | $2,565-45.4% |
| Participant deferral / active EE | $4,846 | $2,607+85.9% | $3,837+26.3% | $3,952+22.6% |
| Admin fee / account holder | $10,276 | $4,239+142.4% | $6,560+56.6% | $6,260+64.2% |