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 6-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 | $101,736 | $73,360+38.7% | $177,989-42.8% | $74,495+36.6% |
| Participation rate | 97.2% | 66.6%+30.6pp | 77.1%+20.1pp | 67.2%+30.0pp |
| Annual return | 12.96% | 17.49%-4.5pp | 294.48%-281.5pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,158 | $2,216-2.7% | $3,949-45.4% | $2,623-17.7% |
| Participant deferral / active EE | $8,049 | $4,513+78.3% | $6,276+28.3% | $4,346+85.2% |
| Admin fee / account holder | $5,083 | $1,808+181.2% | $10,363-51.0% | $1,942+161.8% |