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 | $89,613 | $60,124+49.0% | $90,404-0.9% | $79,858+12.2% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.7pp | 69.6%+13.7pp |
| Annual return | 14.70% | 71.94%-57.2pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,596 | $2,068+73.9% | $3,262+10.2% | $2,471+45.5% |
| Participant deferral / active EE | $3,899 | $2,938+32.7% | $3,963-1.6% | $3,740+4.3% |
| Admin fee / account holder | $2,923 | $3,976-26.5% | $5,611-47.9% | $5,306-44.9% |