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 | $72,025 | $60,124+19.8% | $90,404-20.3% | $79,858-9.8% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.7pp |
| Annual return | 17.63% | 71.94%-54.3pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,021 | $2,068+46.1% | $3,262-7.4% | $2,471+22.3% |
| Participant deferral / active EE | $6,109 | $2,938+107.9% | $3,963+54.1% | $3,740+63.3% |
| Admin fee / account holder | $1,653 | $3,976-58.4% | $5,611-70.5% | $5,306-68.8% |