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 | $144,373 | $83,902+72.1% | $167,512-13.8% | $84,808+70.2% |
| Participation rate | 88.0% | 66.5%+21.5pp | 77.1%+10.9pp | 68.3%+19.7pp |
| Annual return | 16.75% | 91.55%-74.8pp | 1615.79%-1599.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,223 | $2,264+130.7% | $3,882+34.6% | $2,631+98.5% |
| Participant deferral / active EE | $8,160 | $4,442+83.7% | $6,405+27.4% | $4,212+93.7% |
| Admin fee / account holder | $10,356 | $7,915+30.8% | $9,769+6.0% | $7,344+41.0% |