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 | $94,096 | $60,124+56.5% | $90,404+4.1% | $79,858+17.8% |
| Participation rate | 95.7% | 65.0%+30.7pp | 72.7%+23.0pp | 69.6%+26.0pp |
| Annual return | 12.84% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,025 | $2,068+46.3% | $3,262-7.3% | $2,471+22.4% |
| Participant deferral / active EE | $4,896 | $2,938+66.6% | $3,963+23.5% | $3,740+30.9% |
| Admin fee / account holder | $12,436 | $3,976+212.7% | $5,611+121.6% | $5,306+134.4% |