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 | $93,736 | $60,124+55.9% | $90,404+3.7% | $79,858+17.4% |
| Participation rate | 95.3% | 65.0%+30.4pp | 72.7%+22.7pp | 69.6%+25.7pp |
| Annual return | 12.50% | 71.94%-59.4pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $5,449 | $2,068+163.5% | $3,262+67.0% | $2,471+120.5% |
| Participant deferral / active EE | $8,092 | $2,938+175.4% | $3,963+104.2% | $3,740+116.4% |
| Admin fee / account holder | $6,529 | $3,976+64.2% | $5,611+16.4% | $5,306+23.0% |