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 | $109,541 | $60,124+82.2% | $90,404+21.2% | $79,858+37.2% |
| Participation rate | 89.6% | 65.0%+24.6pp | 72.7%+16.9pp | 69.6%+20.0pp |
| Annual return | 13.26% | 71.94%-58.7pp | 1293.02%-1279.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,476 | $2,068-28.6% | $3,262-54.7% | $2,471-40.2% |
| Participant deferral / active EE | $5,867 | $2,938+99.7% | $3,963+48.0% | $3,740+56.9% |
| Admin fee / account holder | $26,789 | $3,976+573.7% | $5,611+377.5% | $5,306+404.9% |