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 | $80,302 | $60,124+33.6% | $90,404-11.2% | $79,858+0.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.39% | 71.94%-57.6pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,735 | $2,068+129.0% | $3,262+45.1% | $2,471+91.6% |
| Participant deferral / active EE | $5,516 | $2,938+87.7% | $3,963+39.2% | $3,740+47.5% |
| Admin fee / account holder | $7,077 | $3,976+78.0% | $5,611+26.1% | $5,306+33.4% |