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 | $88,474 | $70,606+25.3% | $53,898+64.2% | $142,382-37.9% |
| Participation rate | 72.2% | 63.7%+8.5pp | 55.0%+17.3pp | 80.1%-7.9pp |
| Annual return | 18.71% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,359 | $1,202+96.2% | $932+153.1% | $4,299-45.1% |
| Participant deferral / active EE | $5,359 | $2,364+126.7% | $1,826+193.4% | $6,507-17.6% |
| Admin fee / account holder | $443 | $2,852-84.5% | $2,491-82.2% | $12,624-96.5% |