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 | $52,707 | $29,660+77.7% | $56,411-6.6% | $80,856-34.8% |
| Participation rate | 96.4% | 41.6%+54.8pp | 52.5%+44.0pp | 67.6%+28.8pp |
| Annual return | 29.08% | 35.23%-6.1pp | 1701.33%-1672.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $3,637 | $669+443.4% | $1,039+250.2% | $2,755+32.0% |
| Participant deferral / active EE | $2,078 | $1,226+69.5% | $1,952+6.4% | $4,296-51.6% |
| Admin fee / account holder | $4,931 | $2,428+103.1% | $2,829+74.3% | $6,918-28.7% |