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 | $92,754 | $60,124+54.3% | $90,404+2.6% | $79,858+16.1% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.6pp |
| Annual return | 25.86% | 71.94%-46.1pp | 1293.02%-1267.2pp | 31.71%-5.9pp |
| Employer contribution / active EE | $1,363 | $2,068-34.1% | $3,262-58.2% | $2,471-44.8% |
| Participant deferral / active EE | $2,548 | $2,938-13.3% | $3,963-35.7% | $3,740-31.9% |
| Admin fee / account holder | $7,654 | $3,976+92.5% | $5,611+36.4% | $5,306+44.2% |