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 | $143,678 | $83,902+71.2% | $167,512-14.2% | $84,808+69.4% |
| Participation rate | 75.7% | 66.5%+9.2pp | 77.1%-1.4pp | 68.3%+7.4pp |
| Annual return | 13.80% | 91.55%-77.7pp | 1615.79%-1602.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,568 | $2,264+57.6% | $3,882-8.1% | $2,631+35.6% |
| Participant deferral / active EE | $7,561 | $4,442+70.2% | $6,405+18.1% | $4,212+79.5% |
| Admin fee / account holder | $11,055 | $7,915+39.7% | $9,769+13.2% | $7,344+50.5% |