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 | $94,614 | $29,660+219.0% | $56,411+67.7% | $80,856+17.0% |
| Participation rate | 75.9% | 41.6%+34.2pp | 52.5%+23.4pp | 67.6%+8.2pp |
| Annual return | 16.91% | 35.23%-18.3pp | 1701.33%-1684.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,100 | $1,226+71.3% | $1,952+7.6% | $4,296-51.1% |
| Admin fee / account holder | $5,193 | $2,428+113.9% | $2,829+83.6% | $6,918-24.9% |