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 | $76,738-1.9% | $56,411+33.4% | $145,922-48.4% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 11.90% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,021 | $1,380+46.4% | $1,039+94.5% | $4,660-56.6% |
| Participant deferral / active EE | $4,510 | $2,623+72.0% | $1,952+131.1% | $6,688-32.6% |
| Admin fee / account holder | $18,925 | $3,334+467.7% | $2,829+569.0% | $13,397+41.3% |