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 | $65,306 | $49,922+30.8% | $80,569-18.9% | $75,163-13.1% |
| Participation rate | 72.7% | 55.3%+17.4pp | 67.0%+5.7pp | 67.2%+5.5pp |
| Annual return | 170.14% | 34.69%+135.5pp | 935.43%-765.3pp | 160.62%+9.5pp |
| Employer contribution / active EE | $1,518 | $1,698-10.6% | $2,723-44.2% | $2,670-43.1% |
| Participant deferral / active EE | $5,016 | $2,990+67.7% | $4,447+12.8% | $4,125+21.6% |
| Admin fee / account holder | $6,313 | $3,577+76.5% | $5,377+17.4% | $5,651+11.7% |