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 | $90,168 | $81,625+10.5% | $167,512-46.2% | $74,304+21.4% |
| Participation rate | 84.7% | 60.0%+24.7pp | 77.1%+7.6pp | 60.3%+24.3pp |
| Annual return | 16.57% | 26.09%-9.5pp | 1615.79%-1599.2pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,829 | $2,010+40.7% | $3,882-27.1% | $2,241+26.2% |
| Participant deferral / active EE | $3,500 | $4,115-14.9% | $6,405-45.4% | $3,767-7.1% |
| Admin fee / account holder | $2,400 | $3,474-30.9% | $9,769-75.4% | $2,969-19.2% |