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 | $110,453 | $56,114+96.8% | $96,139+14.9% | $85,850+28.7% |
| Participation rate | 82.1% | 56.7%+25.4pp | 68.4%+13.7pp | 69.3%+12.8pp |
| Annual return | 12.24% | 42.30%-30.1pp | 191.94%-179.7pp | 318.53%-306.3pp |
| Employer contribution / active EE | $3,008 | $1,620+85.7% | $2,797+7.5% | $2,565+17.3% |
| Participant deferral / active EE | $4,603 | $2,859+61.0% | $4,349+5.8% | $3,952+16.5% |
| Admin fee / account holder | $1,466 | $3,768-61.1% | $5,537-73.5% | $6,260-76.6% |