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 | $94,235 | $63,346+48.8% | $92,233+2.2% | $70,131+34.4% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 20.42% | 530.12%-509.7pp | 176.28%-155.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,053 | $2,471-57.4% | $3,679-71.4% | $2,342-55.0% |
| Participant deferral / active EE | $2,403 | $2,854-15.8% | $3,897-38.3% | $3,332-27.9% |
| Admin fee / account holder | $4,308 | $3,840+12.2% | $5,194-17.1% | $4,645-7.3% |