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 | $101,739 | $60,124+69.2% | $90,404+12.5% | $79,858+27.4% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.6pp |
| Annual return | 17.49% | 71.94%-54.5pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,782 | $2,068-13.8% | $3,262-45.4% | $2,471-27.9% |
| Participant deferral / active EE | $9,157 | $2,938+211.7% | $3,963+131.1% | $3,740+144.8% |
| Admin fee / account holder | $17,796 | $3,976+347.5% | $5,611+217.2% | $5,306+235.4% |