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 | $88,252 | $60,124+46.8% | $90,404-2.4% | $79,858+10.5% |
| Participation rate | 95.7% | 65.0%+30.7pp | 72.7%+23.0pp | 69.6%+26.0pp |
| Annual return | 25.76% | 71.94%-46.2pp | 1293.02%-1267.3pp | 31.71%-6.0pp |
| Employer contribution / active EE | $3,189 | $2,068+54.2% | $3,262-2.2% | $2,471+29.1% |
| Participant deferral / active EE | $7,197 | $2,938+145.0% | $3,963+81.6% | $3,740+92.4% |
| Admin fee / account holder | $9,880 | $3,976+148.5% | $5,611+76.1% | $5,306+86.2% |