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 | $56,896 | $60,124-5.4% | $90,404-37.1% | $79,858-28.8% |
| Participation rate | 80.6% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.0pp |
| Annual return | 12.24% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $6,855 | $2,068+231.5% | $3,262+110.1% | $2,471+177.4% |
| Participant deferral / active EE | $4,539 | $2,938+54.5% | $3,963+14.5% | $3,740+21.4% |
| Admin fee / account holder | $9,773 | $3,976+145.8% | $5,611+74.2% | $5,306+84.2% |