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 | $88,128 | $65,409+34.7% | $98,442-10.5% | $85,850+2.7% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.3pp | 69.3%+11.3pp |
| Annual return | 12.45% | 21.76%-9.3pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $6,440 | $2,168+197.1% | $2,960+117.6% | $2,565+151.1% |
| Participant deferral / active EE | $4,176 | $3,166+31.9% | $4,276-2.3% | $3,952+5.7% |
| Admin fee / account holder | $8,395 | $4,593+82.8% | $5,949+41.1% | $6,260+34.1% |