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 6-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 | $89,197 | $58,694+52.0% | $142,863-37.6% | $85,850+3.9% |
| Participation rate | 97.8% | 58.5%+39.3pp | 71.9%+25.9pp | 69.3%+28.5pp |
| Annual return | 17.36% | 27.72%-10.4pp | 5637.54%-5620.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,406 | $1,423-1.2% | $4,144-66.1% | $2,565-45.2% |
| Participant deferral / active EE | $4,832 | $2,607+85.3% | $3,837+25.9% | $3,952+22.3% |
| Admin fee / account holder | $7,976 | $4,239+88.1% | $6,560+21.6% | $6,260+27.4% |