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 | $98,328 | $60,124+63.5% | $90,404+8.8% | $79,858+23.1% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.7pp | 69.6%+13.7pp |
| Annual return | 15.09% | 71.94%-56.9pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $844 | $2,068-59.2% | $3,262-74.1% | $2,471-65.8% |
| Participant deferral / active EE | $3,287 | $2,938+11.9% | $3,963-17.1% | $3,740-12.1% |
| Admin fee / account holder | $7,520 | $3,976+89.1% | $5,611+34.0% | $5,306+41.7% |