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 | $117,676 | $83,902+40.3% | $167,512-29.8% | $84,808+38.8% |
| Participation rate | 91.1% | 66.5%+24.6pp | 77.1%+14.1pp | 68.3%+22.8pp |
| Annual return | 16.70% | 91.55%-74.9pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,098 | $2,264+125.2% | $3,882+31.3% | $2,631+93.8% |
| Participant deferral / active EE | $3,725 | $4,442-16.2% | $6,405-41.8% | $4,212-11.6% |
| Admin fee / account holder | $4,617 | $7,915-41.7% | $9,769-52.7% | $7,344-37.1% |