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 | $89,641 | $70,669+26.8% | $169,368-47.1% | $75,163+19.3% |
| Participation rate | 81.8% | 64.8%+17.0pp | 77.1%+4.7pp | 67.2%+14.6pp |
| Annual return | 16.17% | 36.36%-20.2pp | 405.60%-389.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,499 | $2,211+13.0% | $4,013-37.7% | $2,670-6.4% |
| Participant deferral / active EE | $5,746 | $4,311+33.3% | $6,221-7.6% | $4,125+39.3% |
| Admin fee / account holder | $498 | $5,402-90.8% | $9,003-94.5% | $5,651-91.2% |