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 | $99,784 | $70,606+41.3% | $53,898+85.1% | $142,382-29.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.04% | 619.81%-610.8pp | 528.60%-519.6pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,183 | $1,202-1.6% | $932+26.9% | $4,299-72.5% |
| Participant deferral / active EE | $993 | $2,364-58.0% | $1,826-45.6% | $6,507-84.7% |
| Admin fee / account holder | $5,150 | $2,852+80.6% | $2,491+106.8% | $12,624-59.2% |