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 | $95,956 | $49,922+92.2% | $80,569+19.1% | $75,163+27.7% |
| Participation rate | 87.1% | 55.3%+31.8pp | 67.0%+20.1pp | 67.2%+19.9pp |
| Annual return | 15.78% | 34.69%-18.9pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,882 | $1,698+69.7% | $2,723+5.8% | $2,670+8.0% |
| Participant deferral / active EE | $10,634 | $2,990+255.6% | $4,447+139.1% | $4,125+157.8% |
| Admin fee / account holder | $3,437 | $3,577-3.9% | $5,377-36.1% | $5,651-39.2% |