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 | $87,041 | $60,124+44.8% | $90,404-3.7% | $79,858+9.0% |
| Participation rate | 94.5% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+24.9pp |
| Annual return | 17.21% | 71.94%-54.7pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,481 | $2,068-28.4% | $3,262-54.6% | $2,471-40.1% |
| Participant deferral / active EE | $4,252 | $2,938+44.7% | $3,963+7.3% | $3,740+13.7% |
| Admin fee / account holder | $1,463 | $3,976-63.2% | $5,611-73.9% | $5,306-72.4% |