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 | $84,519 | $85,202-0.8% | $172,739-51.1% | $72,985+15.8% |
| Participation rate | 92.4% | 70.1%+22.3pp | 82.6%+9.7pp | 69.5%+22.9pp |
| Annual return | 34.76% | 27.32%+7.4pp | 802.84%-768.1pp | 81.00%-46.2pp |
| Employer contribution / active EE | $5,462 | $3,324+64.3% | $5,143+6.2% | $2,440+123.9% |
| Participant deferral / active EE | $4,324 | $3,260+32.6% | $5,198-16.8% | $3,607+19.9% |
| Admin fee / account holder | $17,544 | $5,884+198.2% | $13,954+25.7% | $5,124+242.4% |