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 | $71,737 | $55,415+29.5% | $155,509-53.9% | $74,495-3.7% |
| Participation rate | 71.1% | 61.9%+9.1pp | 78.2%-7.1pp | 67.2%+3.9pp |
| Annual return | 16.18% | 268.50%-252.3pp | 64.67%-48.5pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,767 | $2,267-22.1% | $4,672-62.2% | $2,623-32.6% |
| Participant deferral / active EE | $3,997 | $2,836+40.9% | $5,626-29.0% | $4,346-8.0% |
| Admin fee / account holder | $7,273 | $1,738+318.4% | $15,912-54.3% | $1,942+274.6% |