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 | $75,371 | $60,124+25.4% | $90,404-16.6% | $79,858-5.6% |
| Participation rate | 91.8% | 65.0%+26.8pp | 72.7%+19.1pp | 69.6%+22.2pp |
| Annual return | 13.63% | 71.94%-58.3pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,358 | $2,068+110.8% | $3,262+33.6% | $2,471+76.4% |
| Participant deferral / active EE | $3,657 | $2,938+24.5% | $3,963-7.7% | $3,740-2.2% |
| Admin fee / account holder | $9,825 | $3,976+147.1% | $5,611+75.1% | $5,306+85.1% |