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 | $98,001 | $63,346+54.7% | $92,233+6.3% | $70,131+39.7% |
| Participation rate | 72.5% | 68.7%+3.8pp | 76.5%-4.0pp | 69.5%+3.0pp |
| Annual return | 14.33% | 530.12%-515.8pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,464 | $2,471+80.6% | $3,679+21.3% | $2,342+90.6% |
| Participant deferral / active EE | $3,497 | $2,854+22.5% | $3,897-10.3% | $3,332+4.9% |
| Admin fee / account holder | $2,705 | $3,840-29.6% | $5,194-47.9% | $4,645-41.8% |