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 | $90,110 | $60,124+49.9% | $90,404-0.3% | $79,858+12.8% |
| Participation rate | 87.5% | 65.0%+22.5pp | 72.7%+14.8pp | 69.6%+17.9pp |
| Annual return | 14.91% | 71.94%-57.0pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,789 | $2,068+83.2% | $3,262+16.2% | $2,471+53.3% |
| Participant deferral / active EE | $5,583 | $2,938+90.0% | $3,963+40.9% | $3,740+49.3% |
| Admin fee / account holder | $3,199 | $3,976-19.6% | $5,611-43.0% | $5,306-39.7% |