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 | $81,375 | $60,124+35.3% | $90,404-10.0% | $79,858+1.9% |
| Participation rate | 71.4% | 65.0%+6.4pp | 72.7%-1.3pp | 69.6%+1.8pp |
| Annual return | 13.63% | 71.94%-58.3pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,697 | $2,068+78.8% | $3,262+13.3% | $2,471+49.6% |
| Participant deferral / active EE | $3,808 | $2,938+29.6% | $3,963-3.9% | $3,740+1.8% |
| Admin fee / account holder | $1,937 | $3,976-51.3% | $5,611-65.5% | $5,306-63.5% |