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 | $68,219 | $60,124+13.5% | $90,404-24.5% | $79,858-14.6% |
| Participation rate | 74.3% | 65.0%+9.3pp | 72.7%+1.6pp | 69.6%+4.7pp |
| Annual return | 13.76% | 71.94%-58.2pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $979 | $2,068-52.7% | $3,262-70.0% | $2,471-60.4% |
| Participant deferral / active EE | $1,185 | $2,938-59.7% | $3,963-70.1% | $3,740-68.3% |
| Admin fee / account holder | $1,633 | $3,976-58.9% | $5,611-70.9% | $5,306-69.2% |