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 | $87,877 | $55,415+58.6% | $155,509-43.5% | $74,495+18.0% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.9pp | 67.2%+30.8pp |
| Annual return | 15.08% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,222 | $2,267+42.1% | $4,672-31.0% | $2,623+22.8% |
| Participant deferral / active EE | $4,881 | $2,836+72.1% | $5,626-13.2% | $4,346+12.3% |
| Admin fee / account holder | $6,704 | $1,738+285.7% | $15,912-57.9% | $1,942+245.3% |