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 | $54,980 | $47,479+15.8% | $62,929-12.6% | $82,448-33.3% |
| Participation rate | 82.2% | 66.9%+15.3pp | 73.1%+9.1pp | 68.1%+14.1pp |
| Annual return | 11.63% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,903 | $1,885+107.0% | $2,505+55.8% | $2,551+53.0% |
| Participant deferral / active EE | $6,012 | $2,870+109.4% | $3,888+54.6% | $4,139+45.2% |
| Admin fee / account holder | $2,199 | $3,804-42.2% | $5,065-56.6% | $7,234-69.6% |