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 | $95,694 | $83,902+14.1% | $167,512-42.9% | $84,808+12.8% |
| Participation rate | 70.6% | 66.5%+4.1pp | 77.1%-6.5pp | 68.3%+2.3pp |
| Annual return | 13.97% | 91.55%-77.6pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,856 | $2,264-18.0% | $3,882-52.2% | $2,631-29.5% |
| Participant deferral / active EE | $3,255 | $4,442-26.7% | $6,405-49.2% | $4,212-22.7% |
| Admin fee / account holder | $9,093 | $7,915+14.9% | $9,769-6.9% | $7,344+23.8% |