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 | $110,699 | $49,922+121.7% | $80,569+37.4% | $75,163+47.3% |
| Participation rate | 78.9% | 55.3%+23.6pp | 67.0%+11.9pp | 67.2%+11.8pp |
| Annual return | 20.88% | 34.69%-13.8pp | 935.43%-914.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,577 | $1,698+51.8% | $2,723-5.4% | $2,670-3.5% |
| Participant deferral / active EE | $5,459 | $2,990+82.5% | $4,447+22.7% | $4,125+32.3% |
| Admin fee / account holder | $4,008 | $3,577+12.0% | $5,377-25.5% | $5,651-29.1% |