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 | $101,736 | $53,516+90.1% | $126,539-19.6% | $84,808+20.0% |
| Participation rate | 80.0% | 58.2%+21.8pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 14.92% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,006 | $1,535+30.7% | $3,674-45.4% | $2,631-23.8% |
| Participant deferral / active EE | $4,411 | $2,671+65.1% | $4,083+8.0% | $4,212+4.7% |
| Admin fee / account holder | $4,605 | $4,497+2.4% | $6,065-24.1% | $7,344-37.3% |