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 | $92,791 | $52,353+77.2% | $120,225-22.8% | $82,448+12.5% |
| Participation rate | 91.5% | 58.3%+33.2pp | 69.6%+21.9pp | 68.1%+23.5pp |
| Annual return | 16.32% | 61.85%-45.5pp | 439.23%-422.9pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,957 | $1,510+95.8% | $3,475-14.9% | $2,551+15.9% |
| Participant deferral / active EE | $5,652 | $2,627+115.2% | $3,999+41.4% | $4,139+36.6% |
| Admin fee / account holder | $6,587 | $4,363+51.0% | $5,696+15.6% | $7,234-9.0% |