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 | $73,075 | $60,124+21.5% | $90,404-19.2% | $79,858-8.5% |
| Participation rate | 75.6% | 65.0%+10.6pp | 72.7%+2.9pp | 69.6%+5.9pp |
| Annual return | 23.61% | 71.94%-48.3pp | 1293.02%-1269.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,300 | $2,068-37.1% | $3,262-60.1% | $2,471-47.4% |
| Participant deferral / active EE | $2,638 | $2,938-10.2% | $3,963-33.4% | $3,740-29.5% |
| Admin fee / account holder | $910 | $3,976-77.1% | $5,611-83.8% | $5,306-82.8% |