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 | $82,113 | $58,208+41.1% | $81,812+0.4% | $80,856+1.6% |
| Participation rate | 97.0% | 63.4%+33.6pp | 72.3%+24.6pp | 67.6%+29.3pp |
| Annual return | 15.28% | 41.66%-26.4pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $8,933 | $2,340+281.8% | $2,912+206.8% | $2,755+224.3% |
| Participant deferral / active EE | $1,096 | $3,281-66.6% | $4,319-74.6% | $4,296-74.5% |
| Admin fee / account holder | $5,723 | $4,981+14.9% | $7,386-22.5% | $6,918-17.3% |