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 | $119,562 | $105,998+12.8% | $92,233+29.6% | $147,584-19.0% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 23.74% | 50.05%-26.3pp | 176.28%-152.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,962 | $4,333-31.6% | $3,679-19.5% | $4,876-39.3% |
| Participant deferral / active EE | $6,464 | $4,478+44.4% | $3,897+65.9% | $5,439+18.9% |
| Admin fee / account holder | $13,888 | $6,332+119.3% | $5,194+167.4% | $10,885+27.6% |