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 | $137,184 | $83,902+63.5% | $167,512-18.1% | $84,808+61.8% |
| Participation rate | 71.4% | 66.5%+5.0pp | 77.1%-5.6pp | 68.3%+3.1pp |
| Annual return | 20.06% | 91.55%-71.5pp | 1615.79%-1595.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,589 | $2,264+14.3% | $3,882-33.3% | $2,631-1.6% |
| Participant deferral / active EE | $4,577 | $4,442+3.0% | $6,405-28.5% | $4,212+8.7% |
| Admin fee / account holder | $1,036 | $7,915-86.9% | $9,769-89.4% | $7,344-85.9% |