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 | $86,067 | $58,694+46.6% | $142,863-39.8% | $85,850+0.3% |
| Participation rate | 81.6% | 58.5%+23.1pp | 71.9%+9.6pp | 69.3%+12.3pp |
| Annual return | 15.36% | 27.72%-12.4pp | 5637.54%-5622.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,382 | $1,423+67.4% | $4,144-42.5% | $2,565-7.1% |
| Participant deferral / active EE | $4,497 | $2,607+72.5% | $3,837+17.2% | $3,952+13.8% |
| Admin fee / account holder | $1,916 | $4,239-54.8% | $6,560-70.8% | $6,260-69.4% |