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 | $97,213 | $48,046+102.3% | $84,611+14.9% | $72,985+33.2% |
| Participation rate | 76.9% | 57.6%+19.3pp | 68.2%+8.7pp | 69.5%+7.4pp |
| Annual return | 22.02% | 37.38%-15.4pp | 258.74%-236.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,814 | $1,602+13.3% | $2,652-31.6% | $2,440-25.6% |
| Participant deferral / active EE | $3,946 | $2,680+47.2% | $3,899+1.2% | $3,607+9.4% |
| Admin fee / account holder | $607 | $3,395-82.1% | $4,912-87.6% | $5,124-88.1% |