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 | $96,310 | $60,323+59.7% | $81,812+17.7% | $74,495+29.3% |
| Participation rate | 93.1% | 62.9%+30.3pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 16.48% | 16.90%-0.4pp | 773.79%-757.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $480 | $2,620-81.7% | $2,912-83.5% | $2,623-81.7% |
| Participant deferral / active EE | $2,628 | $3,387-22.4% | $4,319-39.2% | $4,346-39.5% |
| Admin fee / account holder | $18,974 | $1,486+1177.0% | $7,386+156.9% | $1,942+877.2% |