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 | $96,360 | $48,795+97.5% | $65,493+47.1% | $84,808+13.6% |
| Participation rate | 86.7% | 67.0%+19.7pp | 73.1%+13.6pp | 68.3%+18.4pp |
| Annual return | 14.97% | 20.20%-5.2pp | 982.45%-967.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,987 | $1,930+54.8% | $2,574+16.1% | $2,631+13.5% |
| Participant deferral / active EE | $5,262 | $2,928+79.7% | $3,961+32.9% | $4,212+24.9% |
| Admin fee / account holder | $1,298 | $3,877-66.5% | $5,028-74.2% | $7,344-82.3% |