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 | $99,681 | $60,124+65.8% | $90,404+10.3% | $79,858+24.8% |
| Participation rate | 80.6% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.0pp |
| Annual return | 19.20% | 71.94%-52.7pp | 1293.02%-1273.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $6,285 | $2,068+204.0% | $3,262+92.7% | $2,471+154.4% |
| Participant deferral / active EE | $10,907 | $2,938+271.2% | $3,963+175.2% | $3,740+191.6% |
| Admin fee / account holder | $16,523 | $3,976+315.5% | $5,611+194.5% | $5,306+211.4% |