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 | $97,129 | $83,902+15.8% | $167,512-42.0% | $84,808+14.5% |
| Participation rate | 82.5% | 66.5%+16.0pp | 77.1%+5.4pp | 68.3%+14.2pp |
| Annual return | 15.85% | 91.55%-75.7pp | 1615.79%-1599.9pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,019 | $2,264-10.8% | $3,882-48.0% | $2,631-23.3% |
| Participant deferral / active EE | $6,726 | $4,442+51.4% | $6,405+5.0% | $4,212+59.7% |
| Admin fee / account holder | $9,558 | $7,915+20.8% | $9,769-2.2% | $7,344+30.1% |