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 | $52,324 | $48,570+7.7% | $130,648-60.0% | $72,985-28.3% |
| Participation rate | 83.1% | 58.6%+24.5pp | 71.7%+11.3pp | 69.5%+13.6pp |
| Annual return | 18.90% | 38.63%-19.7pp | 1708.96%-1690.1pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,393 | $1,334+304.2% | $4,092+31.8% | $2,440+121.0% |
| Participant deferral / active EE | $5,281 | $2,384+121.5% | $3,603+46.6% | $3,607+46.4% |
| Admin fee / account holder | $16,559 | $3,549+366.6% | $5,464+203.0% | $5,124+223.2% |