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 | $99,069 | $63,346+56.4% | $92,233+7.4% | $70,131+41.3% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 15.64% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,204 | $2,471-51.3% | $3,679-67.3% | $2,342-48.6% |
| Participant deferral / active EE | $3,912 | $2,854+37.1% | $3,897+0.4% | $3,332+17.4% |
| Admin fee / account holder | $8,540 | $3,840+122.4% | $5,194+64.4% | $4,645+83.8% |