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 7-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 | $94,978 | $83,902+13.2% | $167,512-43.3% | $84,808+12.0% |
| Participation rate | 81.3% | 66.5%+14.8pp | 77.1%+4.2pp | 68.3%+12.9pp |
| Annual return | 17.18% | 91.55%-74.4pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,063 | $2,264-53.1% | $3,882-72.6% | $2,631-59.6% |
| Participant deferral / active EE | $4,616 | $4,442+3.9% | $6,405-27.9% | $4,212+9.6% |
| Admin fee / account holder | $29,579 | $7,915+273.7% | $9,769+202.8% | $7,344+302.8% |