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 | $127,997 | $65,703+94.8% | $94,224+35.8% | $59,632+114.6% |
| Participation rate | 89.3% | 72.1%+17.2pp | 78.8%+10.5pp | 68.7%+20.6pp |
| Annual return | 48.16% | 5.22%+42.9pp | 10.68%+37.5pp | 2041.28%-1993.1pp |
| Employer contribution / active EE | $8,036 | $2,021+297.7% | $3,587+124.0% | $2,203+264.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,072 | $4,264-4.5% | $6,269-35.0% | $4,297-5.2% |