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 | $123,885 | $60,124+106.0% | $90,404+37.0% | $79,858+55.1% |
| Participation rate | 85.3% | 65.0%+20.3pp | 72.7%+12.6pp | 69.6%+15.7pp |
| Annual return | 18.38% | 71.94%-53.6pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,159 | $2,068+4.4% | $3,262-33.8% | $2,471-12.6% |
| Participant deferral / active EE | $4,749 | $2,938+61.6% | $3,963+19.8% | $3,740+27.0% |
| Admin fee / account holder | $1,250 | $3,976-68.6% | $5,611-77.7% | $5,306-76.4% |