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 | $72,087 | $58,234+23.8% | $81,783-11.9% | $80,874-10.9% |
| Participation rate | 78.8% | 63.4%+15.4pp | 72.4%+6.4pp | 67.6%+11.1pp |
| Annual return | 12.50% | 41.70%-29.2pp | 775.05%-762.6pp | 35.62%-23.1pp |
| Employer contribution / active EE | $3,964 | $2,341+69.3% | $2,913+36.1% | $2,756+43.9% |
| Participant deferral / active EE | $10,028 | $3,283+205.5% | $4,320+132.1% | $4,297+133.4% |
| Admin fee / account holder | $11,733 | $4,982+135.5% | $7,380+59.0% | $6,935+69.2% |