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 | $106,141 | $65,561+61.9% | $86,188+23.2% | $75,163+41.2% |
| Participation rate | 77.0% | 60.5%+16.6pp | 69.0%+8.1pp | 67.2%+9.9pp |
| Annual return | 15.80% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,439 | $1,553+57.1% | $2,380+2.5% | $2,670-8.6% |
| Participant deferral / active EE | $6,331 | $3,024+109.4% | $3,985+58.9% | $4,125+53.5% |
| Admin fee / account holder | $9,471 | $5,474+73.0% | $6,852+38.2% | $5,651+67.6% |