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 | $94,260 | $49,922+88.8% | $80,569+17.0% | $75,163+25.4% |
| Participation rate | 93.9% | 55.3%+38.6pp | 67.0%+26.9pp | 67.2%+26.7pp |
| Annual return | 20.37% | 34.69%-14.3pp | 935.43%-915.1pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,241 | $1,698+208.6% | $2,723+92.4% | $2,670+96.3% |
| Participant deferral / active EE | $7,457 | $2,990+149.4% | $4,447+67.7% | $4,125+80.8% |
| Admin fee / account holder | $2,208 | $3,577-38.3% | $5,377-58.9% | $5,651-60.9% |