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 | $99,828 | $44,850+122.6% | $60,547+64.9% | $59,632+67.4% |
| Participation rate | 75.9% | 59.5%+16.4pp | 68.0%+7.9pp | 68.7%+7.2pp |
| Annual return | 1.29% | 1074.14%-1072.9pp | 335.64%-334.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $8,860 | $1,462+506.1% | $2,419+266.2% | $2,203+302.2% |
| Participant deferral / active EE | $1,336 | $2,230-40.1% | $3,328-59.9% | $3,192-58.1% |
| Admin fee / account holder | $10,523 | $3,635+189.4% | $4,536+132.0% | $4,297+144.9% |