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 | $99,970 | $65,561+52.5% | $86,188+16.0% | $75,163+33.0% |
| Participation rate | 71.6% | 60.5%+11.1pp | 69.0%+2.6pp | 67.2%+4.4pp |
| Annual return | 13.69% | 46.05%-32.4pp | 1168.45%-1154.8pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,297 | $1,553+47.9% | $2,380-3.5% | $2,670-14.0% |
| Participant deferral / active EE | $4,253 | $3,024+40.7% | $3,985+6.7% | $4,125+3.1% |
| Admin fee / account holder | $5,124 | $5,474-6.4% | $6,852-25.2% | $5,651-9.3% |