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 | $93,243 | $83,902+11.1% | $167,512-44.3% | $84,808+9.9% |
| Participation rate | 82.1% | 66.5%+15.6pp | 77.1%+5.0pp | 68.3%+13.7pp |
| Annual return | 14.08% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,235 | $2,264+42.9% | $3,882-16.7% | $2,631+23.0% |
| Participant deferral / active EE | $6,874 | $4,442+54.7% | $6,405+7.3% | $4,212+63.2% |
| Admin fee / account holder | $32,806 | $7,915+314.5% | $9,769+235.8% | $7,344+346.7% |