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 | $91,843 | $102,317-10.2% | $146,958-37.5% | $80,856+13.6% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 18.70% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $4,775 | $3,713+28.6% | $4,933-3.2% | $2,755+73.3% |
| Participant deferral / active EE | $9,090 | $6,644+36.8% | $8,070+12.6% | $4,296+111.6% |
| Admin fee / account holder | $2,656 | $7,941-66.6% | $12,998-79.6% | $6,918-61.6% |