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 | $95,998 | $53,516+79.4% | $126,539-24.1% | $84,808+13.2% |
| Participation rate | 79.6% | 58.2%+21.3pp | 69.8%+9.8pp | 68.3%+11.3pp |
| Annual return | 16.09% | 58.34%-42.2pp | 425.95%-409.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,274 | $1,535+48.2% | $3,674-38.1% | $2,631-13.6% |
| Participant deferral / active EE | $4,436 | $2,671+66.1% | $4,083+8.7% | $4,212+5.3% |
| Admin fee / account holder | $14,979 | $4,497+233.1% | $6,065+147.0% | $7,344+104.0% |