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 | $88,515 | $108,642-18.5% | $74,701+18.5% | $152,861-42.1% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.4%+3.3pp |
| Annual return | 28.75% | 114.06%-85.3pp | 752.92%-724.2pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,199 | $1,503-20.2% | $1,084+10.6% | $4,762-74.8% |
| Participant deferral / active EE | $5,170 | $2,712+90.6% | $1,964+163.3% | $5,850-11.6% |
| Admin fee / account holder | $619 | $4,902-87.4% | $3,333-81.4% | $11,596-94.7% |