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 | $90,333 | $57,281+57.7% | $86,612+4.3% | $75,163+20.2% |
| Participation rate | 86.7% | 63.2%+23.5pp | 71.7%+15.0pp | 67.2%+19.5pp |
| Annual return | 19.48% | 2670.75%-2651.3pp | 591.07%-571.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $5,205 | $2,314+124.9% | $3,022+72.2% | $2,670+95.0% |
| Participant deferral / active EE | $2,854 | $3,318-14.0% | $4,438-35.7% | $4,125-30.8% |
| Admin fee / account holder | $3,186 | $4,112-22.5% | $5,614-43.3% | $5,651-43.6% |