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 | $107,204 | $65,409+63.9% | $98,442+8.9% | $85,850+24.9% |
| Participation rate | 79.4% | 65.0%+14.4pp | 73.3%+6.0pp | 69.3%+10.1pp |
| Annual return | 13.61% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,258 | $2,168+50.3% | $2,960+10.1% | $2,565+27.0% |
| Participant deferral / active EE | $3,073 | $3,166-2.9% | $4,276-28.1% | $3,952-22.2% |
| Admin fee / account holder | $1,987 | $4,593-56.7% | $5,949-66.6% | $6,260-68.3% |