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 | $67,782 | $30,400+123.0% | $53,898+25.8% | $84,808-20.1% |
| Participation rate | 81.8% | 46.4%+35.4pp | 55.0%+26.9pp | 68.3%+13.5pp |
| Annual return | 15.54% | 500.19%-484.6pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $520 | $603-13.6% | $932-44.2% | $2,631-80.2% |
| Participant deferral / active EE | $2,230 | $1,199+86.0% | $1,826+22.1% | $4,212-47.1% |
| Admin fee / account holder | $1,749 | $1,993-12.2% | $2,491-29.8% | $7,344-76.2% |