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 | $101,804 | $60,124+69.3% | $90,404+12.6% | $79,858+27.5% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 12.52% | 71.94%-59.4pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,601 | $2,068-22.6% | $3,262-50.9% | $2,471-35.2% |
| Participant deferral / active EE | $5,121 | $2,938+74.3% | $3,963+29.2% | $3,740+36.9% |
| Admin fee / account holder | $1,981 | $3,976-50.2% | $5,611-64.7% | $5,306-62.7% |