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 | $78,771 | $106,890-26.3% | $84,015-6.2% | $152,861-48.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 18.96% | 104.99%-86.0pp | 71.31%-52.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,106 | $2,734+86.7% | $1,983+157.4% | $4,762+7.2% |
| Participant deferral / active EE | $3,927 | $4,011-2.1% | $3,239+21.3% | $5,850-32.9% |
| Admin fee / account holder | $14,261 | $8,285+72.1% | $6,101+133.8% | $11,596+23.0% |