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 | $89,493 | $80,812+10.7% | $160,784-44.3% | $82,448+8.5% |
| Participation rate | 98.3% | 66.2%+32.0pp | 77.0%+21.3pp | 68.1%+30.2pp |
| Annual return | 16.91% | 100.59%-83.7pp | 1803.92%-1787.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $6,866 | $2,174+215.8% | $3,733+83.9% | $2,551+169.1% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,412 | $7,695-68.7% | $9,717-75.2% | $7,234-66.7% |