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 3-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 | $113,191 | $83,902+34.9% | $167,512-32.4% | $84,808+33.5% |
| Participation rate | 73.2% | 66.5%+6.7pp | 77.1%-3.9pp | 68.3%+4.9pp |
| Annual return | 17.55% | 91.55%-74.0pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,479 | $2,264+97.8% | $3,882+15.4% | $2,631+70.2% |
| Participant deferral / active EE | $8,502 | $4,442+91.4% | $6,405+32.7% | $4,212+101.9% |
| Admin fee / account holder | $5,601 | $7,915-29.2% | $9,769-42.7% | $7,344-23.7% |