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 | $53,516+73.4% | $126,539-26.7% | $84,808+9.4% |
| Participation rate | 91.5% | 58.2%+33.3pp | 69.8%+21.7pp | 68.3%+23.2pp |
| Annual return | 16.32% | 58.34%-42.0pp | 425.95%-409.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,957 | $1,535+92.6% | $3,674-19.5% | $2,631+12.4% |
| Participant deferral / active EE | $5,652 | $2,671+111.6% | $4,083+38.5% | $4,212+34.2% |
| Admin fee / account holder | $6,587 | $4,497+46.5% | $6,065+8.6% | $7,344-10.3% |