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 | $94,364 | $58,694+60.8% | $142,863-33.9% | $85,850+9.9% |
| Participation rate | 92.0% | 58.5%+33.5pp | 71.9%+20.1pp | 69.3%+22.7pp |
| Annual return | 15.84% | 27.72%-11.9pp | 5637.54%-5621.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $493 | $1,423-65.4% | $4,144-88.1% | $2,565-80.8% |
| Participant deferral / active EE | $1,615 | $2,607-38.1% | $3,837-57.9% | $3,952-59.1% |
| Admin fee / account holder | $13,167 | $4,239+210.6% | $6,560+100.7% | $6,260+110.3% |