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 | $106,853 | $70,606+51.3% | $53,898+98.3% | $142,382-25.0% |
| Participation rate | 94.4% | 63.7%+30.7pp | 55.0%+39.5pp | 80.1%+14.3pp |
| Annual return | 12.08% | 619.81%-607.7pp | 528.60%-516.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,262 | $1,202+88.1% | $932+142.7% | $4,299-47.4% |
| Participant deferral / active EE | $5,893 | $2,364+149.3% | $1,826+222.7% | $6,507-9.4% |
| Admin fee / account holder | $7,289 | $2,852+155.6% | $2,491+192.6% | $12,624-42.3% |