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 | $112,614 | $65,561+71.8% | $86,188+30.7% | $75,163+49.8% |
| Participation rate | 84.1% | 60.5%+23.6pp | 69.0%+15.2pp | 67.2%+16.9pp |
| Annual return | 16.75% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,690 | $1,553+73.2% | $2,380+13.0% | $2,670+0.8% |
| Participant deferral / active EE | $5,191 | $3,024+71.7% | $3,985+30.3% | $4,125+25.9% |
| Admin fee / account holder | $12,164 | $5,474+122.2% | $6,852+77.5% | $5,651+115.3% |