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 | $64,750 | $183,519-64.7% | $155,509-58.4% | $145,922-55.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.43% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,720 | $5,313+64.1% | $4,672+86.6% | $4,660+87.1% |
| Participant deferral / active EE | $4,647 | $6,462-28.1% | $5,626-17.4% | $6,688-30.5% |
| Admin fee / account holder | $2,164 | $19,313-88.8% | $15,912-86.4% | $13,397-83.8% |