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 | $100,380 | $65,409+53.5% | $98,442+2.0% | $85,850+16.9% |
| Participation rate | 88.5% | 65.0%+23.5pp | 73.3%+15.1pp | 69.3%+19.1pp |
| Annual return | 12.97% | 21.76%-8.8pp | 1492.73%-1479.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,567 | $2,168+18.4% | $2,960-13.3% | $2,565+0.1% |
| Participant deferral / active EE | $7,381 | $3,166+133.1% | $4,276+72.6% | $3,952+86.8% |
| Admin fee / account holder | $20,631 | $4,593+349.2% | $5,949+246.8% | $6,260+229.6% |