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 | $90,864 | $89,248+1.8% | $136,007-33.2% | $74,495+22.0% |
| Participation rate | 98.1% | 69.4%+28.6pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 18.53% | 22.76%-4.2pp | 579.32%-560.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $3,385 | $2,838+19.3% | $4,217-19.7% | $2,623+29.1% |
| Participant deferral / active EE | $5,454 | $4,598+18.6% | $7,025-22.4% | $4,346+25.5% |
| Admin fee / account holder | $4,957 | $1,545+220.8% | $6,858-27.7% | $1,942+155.3% |