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 | $98,351 | $80,812+21.7% | $160,784-38.8% | $82,448+19.3% |
| Participation rate | 88.2% | 66.2%+22.0pp | 77.0%+11.3pp | 68.1%+20.2pp |
| Annual return | 13.80% | 100.59%-86.8pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,550 | $2,174+17.3% | $3,733-31.7% | $2,5510% |
| Participant deferral / active EE | $5,204 | $4,335+20.0% | $6,293-17.3% | $4,139+25.7% |
| Admin fee / account holder | $2,910 | $7,695-62.2% | $9,717-70.1% | $7,234-59.8% |