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 | $53,516+69.8% | $126,539-28.2% | $84,808+7.2% |
| Participation rate | 90.8% | 58.2%+32.5pp | 69.8%+21.0pp | 68.3%+22.5pp |
| Annual return | 15.81% | 58.34%-42.5pp | 425.95%-410.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,586 | $1,535+264.0% | $3,674+52.0% | $2,631+112.3% |
| Participant deferral / active EE | $831 | $2,671-68.9% | $4,083-79.6% | $4,212-80.3% |
| Admin fee / account holder | $11,231 | $4,497+149.8% | $6,065+85.2% | $7,344+52.9% |