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 | $95,228 | $105,181-9.5% | $159,436-40.3% | $85,850+10.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 14.01% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,159 | $3,318-65.1% | $4,829-76.0% | $2,565-54.8% |
| Participant deferral / active EE | $9,910 | $5,945+66.7% | $7,352+34.8% | $3,952+150.8% |
| Admin fee / account holder | $1,962 | $6,933-71.7% | $10,799-81.8% | $6,260-68.7% |