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 | $99,432 | $60,124+65.4% | $90,404+10.0% | $79,858+24.5% |
| Participation rate | 95.7% | 65.0%+30.7pp | 72.7%+23.0pp | 69.6%+26.0pp |
| Annual return | 17.69% | 71.94%-54.3pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,935 | $2,068+90.3% | $3,262+20.6% | $2,471+59.2% |
| Participant deferral / active EE | $4,809 | $2,938+63.7% | $3,963+21.3% | $3,740+28.6% |
| Admin fee / account holder | $4,570 | $3,976+14.9% | $5,611-18.5% | $5,306-13.9% |