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 | $47,479+103.0% | $62,929+53.1% | $82,448+16.9% |
| Participation rate | 86.7% | 66.9%+19.8pp | 73.1%+13.6pp | 68.1%+18.6pp |
| Annual return | 14.97% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,987 | $1,885+58.5% | $2,505+19.3% | $2,551+17.1% |
| Participant deferral / active EE | $5,262 | $2,870+83.3% | $3,888+35.3% | $4,139+27.1% |
| Admin fee / account holder | $1,298 | $3,804-65.9% | $5,065-74.4% | $7,234-82.1% |