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 | $94,200 | $60,124+56.7% | $90,404+4.2% | $79,858+18.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.60% | 71.94%-58.3pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,300 | $2,068+11.2% | $3,262-29.5% | $2,471-6.9% |
| Participant deferral / active EE | $3,811 | $2,938+29.7% | $3,963-3.8% | $3,740+1.9% |
| Admin fee / account holder | $2,385 | $3,976-40.0% | $5,611-57.5% | $5,306-55.1% |