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 | $106,566 | $48,230+121.0% | $67,502+57.9% | $80,856+31.8% |
| Participation rate | 72.0% | 66.4%+5.6pp | 72.9%-0.9pp | 67.6%+4.4pp |
| Annual return | 51.56% | 18.28%+33.3pp | 3512.12%-3460.6pp | 35.59%+16.0pp |
| Employer contribution / active EE | $944 | $2,020-53.2% | $2,731-65.4% | $2,755-65.7% |
| Participant deferral / active EE | $3,279 | $2,924+12.2% | $4,000-18.0% | $4,296-23.7% |
| Admin fee / account holder | $12,959 | $3,681+252.0% | $3,998+224.2% | $6,918+87.3% |