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 | $97,268 | $58,694+65.7% | $142,863-31.9% | $85,850+13.3% |
| Participation rate | 90.9% | 58.5%+32.4pp | 71.9%+19.0pp | 69.3%+21.6pp |
| Annual return | 14.65% | 27.72%-13.1pp | 5637.54%-5622.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,621 | $1,423+84.2% | $4,144-36.7% | $2,565+2.2% |
| Participant deferral / active EE | $6,553 | $2,607+151.3% | $3,837+70.8% | $3,952+65.8% |
| Admin fee / account holder | $21,498 | $4,239+407.1% | $6,560+227.7% | $6,260+243.4% |