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 | $68,085 | $60,124+13.2% | $90,404-24.7% | $79,858-14.7% |
| Participation rate | 90.5% | 65.0%+25.5pp | 72.7%+17.8pp | 69.6%+20.8pp |
| Annual return | 17.61% | 71.94%-54.3pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,790 | $2,068+83.3% | $3,262+16.2% | $2,471+53.4% |
| Participant deferral / active EE | $5,085 | $2,938+73.1% | $3,963+28.3% | $3,740+36.0% |
| Admin fee / account holder | $5,150 | $3,976+29.5% | $5,611-8.2% | $5,306-2.9% |