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 | $96,117 | $29,660+224.1% | $56,411+70.4% | $80,856+18.9% |
| Participation rate | 71.8% | 41.6%+30.1pp | 52.5%+19.3pp | 67.6%+4.2pp |
| Annual return | 16.40% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,492 | $669+272.2% | $1,039+139.9% | $2,755-9.6% |
| Participant deferral / active EE | $4,037 | $1,226+229.3% | $1,952+106.8% | $4,296-6.0% |
| Admin fee / account holder | $15,401 | $2,428+534.4% | $2,829+444.4% | $6,918+122.6% |