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 | $98,754 | $99,652-0.9% | $78,778+25.4% | $147,584-33.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 15.07% | 47.28%-32.2pp | 35.62%-20.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $850 | $2,796-69.6% | $1,986-57.2% | $4,876-82.6% |
| Participant deferral / active EE | $7,304 | $3,664+99.4% | $2,958+146.9% | $5,439+34.3% |
| Admin fee / account holder | $525 | $7,155-92.7% | $5,134-89.8% | $10,885-95.2% |