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 | $89,379 | $53,516+67.0% | $126,539-29.4% | $84,808+5.4% |
| Participation rate | 77.4% | 58.2%+19.2pp | 69.8%+7.6pp | 68.3%+9.1pp |
| Annual return | 15.30% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,023 | $1,535+31.8% | $3,674-44.9% | $2,631-23.1% |
| Participant deferral / active EE | $5,139 | $2,671+92.4% | $4,083+25.9% | $4,212+22.0% |
| Admin fee / account holder | $32,622 | $4,497+625.5% | $6,065+437.9% | $7,344+344.2% |