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 | $97,706 | $60,124+62.5% | $90,404+8.1% | $79,858+22.3% |
| Participation rate | 94.1% | 65.0%+29.1pp | 72.7%+21.4pp | 69.6%+24.5pp |
| Annual return | 15.51% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,563 | $2,068-24.4% | $3,262-52.1% | $2,471-36.8% |
| Participant deferral / active EE | $4,985 | $2,938+69.7% | $3,963+25.8% | $3,740+33.3% |
| Admin fee / account holder | $8,507 | $3,976+113.9% | $5,611+51.6% | $5,306+60.3% |