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 | $90,875 | $52,353+73.6% | $120,225-24.4% | $82,448+10.2% |
| Participation rate | 90.8% | 58.3%+32.5pp | 69.6%+21.2pp | 68.1%+22.7pp |
| Annual return | 15.81% | 61.85%-46.0pp | 439.23%-423.4pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,586 | $1,510+269.9% | $3,475+60.7% | $2,551+119.0% |
| Participant deferral / active EE | $831 | $2,627-68.4% | $3,999-79.2% | $4,139-79.9% |
| Admin fee / account holder | $11,231 | $4,363+157.4% | $5,696+97.2% | $7,234+55.2% |