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 | $96,023 | $83,902+14.4% | $167,512-42.7% | $84,808+13.2% |
| Participation rate | 80.8% | 66.5%+14.3pp | 77.1%+3.7pp | 68.3%+12.5pp |
| Annual return | 15.80% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,657 | $2,264-26.8% | $3,882-57.3% | $2,631-37.0% |
| Participant deferral / active EE | $3,445 | $4,442-22.5% | $6,405-46.2% | $4,212-18.2% |
| Admin fee / account holder | $6,145 | $7,915-22.4% | $9,769-37.1% | $7,344-16.3% |