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 | $88,030 | $60,124+46.4% | $90,404-2.6% | $79,858+10.2% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.0pp | 69.6%+20.0pp |
| Annual return | 17.96% | 71.94%-54.0pp | 1293.02%-1275.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,364 | $2,068+62.7% | $3,262+3.1% | $2,471+36.2% |
| Participant deferral / active EE | $8,148 | $2,938+177.3% | $3,963+105.6% | $3,740+117.9% |
| Admin fee / account holder | $8,338 | $3,976+109.7% | $5,611+48.6% | $5,306+57.1% |