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 | $46,598 | $60,124-22.5% | $90,404-48.5% | $79,858-41.6% |
| Participation rate | 97.5% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.9pp |
| Annual return | 14.59% | 71.94%-57.4pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,026 | $2,068+46.4% | $3,262-7.2% | $2,471+22.5% |
| Participant deferral / active EE | $9,085 | $2,938+209.2% | $3,963+129.2% | $3,740+142.9% |
| Admin fee / account holder | $4,073 | $3,976+2.4% | $5,611-27.4% | $5,306-23.2% |