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 | $81,322 | $53,516+52.0% | $126,539-35.7% | $84,808-4.1% |
| Participation rate | 89.7% | 58.2%+31.4pp | 69.8%+19.8pp | 68.3%+21.3pp |
| Annual return | 15.65% | 58.34%-42.7pp | 425.95%-410.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,629 | $1,535+71.3% | $3,674-28.5% | $2,631-0.1% |
| Participant deferral / active EE | $5,130 | $2,671+92.1% | $4,083+25.7% | $4,212+21.8% |
| Admin fee / account holder | $10,276 | $4,497+128.5% | $6,065+69.5% | $7,344+39.9% |