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 | $79,895 | $49,173+62.5% | $121,098-34.0% | $75,163+6.3% |
| Participation rate | 77.8% | 55.4%+22.4pp | 69.5%+8.3pp | 67.2%+10.6pp |
| Annual return | 16.76% | 55.99%-39.2pp | 985.75%-969.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $7,085 | $1,546+358.4% | $4,164+70.2% | $2,670+165.4% |
| Participant deferral / active EE | $3,585 | $2,628+36.4% | $4,080-12.1% | $4,125-13.1% |
| Admin fee / account holder | $25,640 | $3,942+550.5% | $5,644+354.3% | $5,651+353.7% |