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 | $96,586 | $83,902+15.1% | $167,512-42.3% | $84,808+13.9% |
| Participation rate | 92.8% | 66.5%+26.3pp | 77.1%+15.7pp | 68.3%+24.5pp |
| Annual return | 25.96% | 91.55%-65.6pp | 1615.79%-1589.8pp | 40.90%-14.9pp |
| Employer contribution / active EE | $3,775 | $2,264+66.8% | $3,882-2.7% | $2,631+43.5% |
| Participant deferral / active EE | $10,381 | $4,442+133.7% | $6,405+62.1% | $4,212+146.5% |
| Admin fee / account holder | $8,489 | $7,915+7.3% | $9,769-13.1% | $7,344+15.6% |