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 | $94,608 | $49,922+89.5% | $80,569+17.4% | $75,163+25.9% |
| Participation rate | 86.9% | 55.3%+31.6pp | 67.0%+19.9pp | 67.2%+19.7pp |
| Annual return | 18.63% | 34.69%-16.1pp | 935.43%-916.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,068 | $1,698+21.7% | $2,723-24.1% | $2,670-22.6% |
| Participant deferral / active EE | $3,983 | $2,990+33.2% | $4,447-10.4% | $4,125-3.4% |
| Admin fee / account holder | $3,106 | $3,577-13.2% | $5,377-42.2% | $5,651-45.0% |