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 | $45,255 | $52,519-13.8% | $155,790-71.0% | $59,632-24.1% |
| Participation rate | 92.0% | 61.7%+30.3pp | 76.1%+15.9pp | 68.7%+23.3pp |
| Annual return | -1.22% | 53.51%-54.7pp | 71.54%-72.8pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,084 | $1,589+31.1% | $3,836-45.7% | $2,203-5.4% |
| Participant deferral / active EE | $8,709 | $3,084+182.4% | $4,797+81.6% | $3,192+172.9% |
| Admin fee / account holder | $2,941 | $3,540-16.9% | $7,478-60.7% | $4,297-31.6% |