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 | $120,203 | $65,561+83.3% | $86,188+39.5% | $75,163+59.9% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.0%+18.5pp | 67.2%+20.3pp |
| Annual return | 18.15% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,989 | $1,553+92.5% | $2,380+25.6% | $2,670+12.0% |
| Participant deferral / active EE | $6,029 | $3,024+99.4% | $3,985+51.3% | $4,125+46.2% |
| Admin fee / account holder | $1,762 | $5,474-67.8% | $6,852-74.3% | $5,651-68.8% |