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 | $109,194 | $60,124+81.6% | $90,404+20.8% | $79,858+36.7% |
| Participation rate | 84.4% | 65.0%+19.5pp | 72.7%+11.8pp | 69.6%+14.8pp |
| Annual return | 21.92% | 71.94%-50.0pp | 1293.02%-1271.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,047 | $2,068+47.4% | $3,262-6.6% | $2,471+23.3% |
| Participant deferral / active EE | $6,370 | $2,938+116.8% | $3,963+60.7% | $3,740+70.3% |
| Admin fee / account holder | $3,032 | $3,976-23.7% | $5,611-46.0% | $5,306-42.9% |