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 5-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 | $98,203 | $70,756+38.8% | $65,493+49.9% | $142,382-31.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.05% | 1754.89%-1736.8pp | 982.45%-964.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,062 | $2,881-28.4% | $2,574-19.9% | $4,299-52.0% |
| Participant deferral / active EE | $4,926 | $4,637+6.2% | $3,961+24.4% | $6,507-24.3% |
| Admin fee / account holder | $2,423 | $6,559-63.1% | $5,028-51.8% | $12,624-80.8% |