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 4-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 | $88,123 | $45,152+95.2% | $73,843+19.3% | $59,632+47.8% |
| Participation rate | 95.2% | 64.0%+31.2pp | 73.4%+21.8pp | 68.7%+26.6pp |
| Annual return | 1.09% | 27.40%-26.3pp | 2267.84%-2266.7pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,602 | $2,574+40.0% | $3,583+0.5% | $3,192+12.9% |
| Admin fee / account holder | $20,549 | $3,516+484.4% | $4,880+321.1% | $4,297+378.2% |