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 | $75,248 | $76,785-2.0% | $56,441+33.3% | $145,959-48.4% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 11.90% | 3000.51%-2988.6pp | 1704.21%-1692.3pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,021 | $1,381+46.4% | $1,039+94.4% | $4,661-56.6% |
| Participant deferral / active EE | $4,510 | $2,624+71.9% | $1,953+131.0% | $6,689-32.6% |
| Admin fee / account holder | $18,925 | $3,334+467.6% | $2,829+568.9% | $13,398+41.3% |