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 | $47,681 | $39,798+19.8% | $67,711-29.6% | $59,632-20.0% |
| Participation rate | 78.9% | 57.4%+21.6pp | 67.5%+11.4pp | 68.7%+10.3pp |
| Annual return | 0.98% | 89.94%-89.0pp | 25.41%-24.4pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,343 | $1,393+68.2% | $2,559-8.4% | $2,203+6.4% |
| Participant deferral / active EE | $3,904 | $2,335+67.2% | $3,585+8.9% | $3,192+22.3% |
| Admin fee / account holder | $3,812 | $3,212+18.7% | $4,255-10.4% | $4,297-11.3% |