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 | $21,428 | $60,124-64.4% | $90,404-76.3% | $79,858-73.2% |
| Participation rate | 75.6% | 65.0%+10.6pp | 72.7%+2.9pp | 69.6%+5.9pp |
| Annual return | 12.79% | 71.94%-59.2pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,460 | $2,068+18.9% | $3,262-24.6% | $2,471-0.5% |
| Participant deferral / active EE | $5,938 | $2,938+102.1% | $3,963+49.8% | $3,740+58.8% |
| Admin fee / account holder | $5,871 | $3,976+47.7% | $5,611+4.6% | $5,306+10.6% |