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 | $52,353+83.4% | $120,225-20.2% | $82,448+16.4% |
| Participation rate | 79.6% | 58.3%+21.3pp | 69.6%+10.0pp | 68.1%+11.5pp |
| Annual return | 16.09% | 61.85%-45.8pp | 439.23%-423.1pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,274 | $1,510+50.6% | $3,475-34.6% | $2,551-10.9% |
| Participant deferral / active EE | $4,436 | $2,627+68.9% | $3,999+10.9% | $4,139+7.2% |
| Admin fee / account holder | $14,979 | $4,363+243.3% | $5,696+163.0% | $7,234+107.1% |