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 | $99,010 | $106,890-7.4% | $84,015+17.8% | $152,861-35.2% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 17.03% | 104.99%-88.0pp | 71.31%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $12,296 | $2,734+349.7% | $1,983+519.9% | $4,762+158.2% |
| Participant deferral / active EE | $4,783 | $4,011+19.2% | $3,239+47.7% | $5,850-18.2% |
| Admin fee / account holder | $8,365 | $8,285+1.0% | $6,101+37.1% | $11,596-27.9% |