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 | $114,718 | $65,561+75.0% | $86,188+33.1% | $75,163+52.6% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 13.05% | 46.05%-33.0pp | 1168.45%-1155.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,908 | $1,553+22.9% | $2,380-19.8% | $2,670-28.5% |
| Participant deferral / active EE | $6,098 | $3,024+101.7% | $3,985+53.0% | $4,125+47.8% |
| Admin fee / account holder | $2,296 | $5,474-58.1% | $6,852-66.5% | $5,651-59.4% |