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 | $94,995 | $65,561+44.9% | $86,188+10.2% | $75,163+26.4% |
| Participation rate | 80.0% | 60.5%+19.5pp | 69.0%+11.0pp | 67.2%+12.8pp |
| Annual return | 12.79% | 46.05%-33.3pp | 1168.45%-1155.7pp | 160.62%-147.8pp |
| Employer contribution / active EE | $736 | $1,553-52.6% | $2,380-69.1% | $2,670-72.4% |
| Participant deferral / active EE | $4,901 | $3,024+62.1% | $3,985+23.0% | $4,125+18.8% |
| Admin fee / account holder | $791 | $5,474-85.6% | $6,852-88.5% | $5,651-86.0% |