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 | $64,299 | $60,124+6.9% | $90,404-28.9% | $79,858-19.5% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 12.30% | 71.94%-59.6pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,954 | $2,068+42.9% | $3,262-9.4% | $2,471+19.5% |
| Participant deferral / active EE | $5,410 | $2,938+84.1% | $3,963+36.5% | $3,740+44.6% |
| Admin fee / account holder | $15,726 | $3,976+295.5% | $5,611+180.3% | $5,306+196.4% |