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 | $113,242 | $60,124+88.3% | $90,404+25.3% | $79,858+41.8% |
| Participation rate | 78.8% | 65.0%+13.9pp | 72.7%+6.2pp | 69.6%+9.2pp |
| Annual return | 18.10% | 71.94%-53.8pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,050 | $2,068-0.9% | $3,262-37.2% | $2,471-17.1% |
| Participant deferral / active EE | $3,160 | $2,938+7.5% | $3,963-20.3% | $3,740-15.5% |
| Admin fee / account holder | $29,357 | $3,976+638.3% | $5,611+423.2% | $5,306+453.2% |