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 | $77,060 | $56,114+37.3% | $96,139-19.8% | $85,850-10.2% |
| Participation rate | 85.7% | 56.7%+29.0pp | 68.4%+17.3pp | 69.3%+16.4pp |
| Annual return | 16.85% | 42.30%-25.5pp | 191.94%-175.1pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,439 | $1,620+50.6% | $2,797-12.8% | $2,565-4.9% |
| Participant deferral / active EE | $7,422 | $2,859+159.6% | $4,349+70.7% | $3,952+87.8% |
| Admin fee / account holder | $8,791 | $3,768+133.3% | $5,537+58.8% | $6,260+40.4% |