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 | $107,311 | $65,561+63.7% | $86,188+24.5% | $75,163+42.8% |
| Participation rate | 80.5% | 60.5%+20.0pp | 69.0%+11.5pp | 67.2%+13.3pp |
| Annual return | 14.40% | 46.05%-31.7pp | 1168.45%-1154.1pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,057 | $1,553+96.9% | $2,380+28.5% | $2,670+14.5% |
| Participant deferral / active EE | $7,393 | $3,024+144.5% | $3,985+85.5% | $4,125+79.2% |
| Admin fee / account holder | $2,295 | $5,474-58.1% | $6,852-66.5% | $5,651-59.4% |