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 | $103,891 | $65,409+58.8% | $98,442+5.5% | $85,850+21.0% |
| Participation rate | 84.9% | 65.0%+19.9pp | 73.3%+11.5pp | 69.3%+15.6pp |
| Annual return | 14.07% | 21.76%-7.7pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $778 | $2,168-64.1% | $2,960-73.7% | $2,565-69.7% |
| Participant deferral / active EE | $5,571 | $3,166+75.9% | $4,276+30.3% | $3,952+41.0% |
| Admin fee / account holder | $10,262 | $4,593+123.4% | $5,949+72.5% | $6,260+63.9% |