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 | $81,480 | $60,124+35.5% | $90,404-9.9% | $79,858+2.0% |
| Participation rate | 75.5% | 65.0%+10.5pp | 72.7%+2.8pp | 69.6%+5.8pp |
| Annual return | 17.97% | 71.94%-54.0pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,891 | $2,068-8.6% | $3,262-42.0% | $2,471-23.5% |
| Participant deferral / active EE | $3,357 | $2,938+14.3% | $3,963-15.3% | $3,740-10.2% |
| Admin fee / account holder | $5,733 | $3,976+44.2% | $5,611+2.2% | $5,306+8.1% |