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 | $142,741 | $60,124+137.4% | $90,404+57.9% | $79,858+78.7% |
| Participation rate | 82.1% | 65.0%+17.2pp | 72.7%+9.5pp | 69.6%+12.5pp |
| Annual return | 16.61% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $4,831 | $2,068+133.6% | $3,262+48.1% | $2,471+95.5% |
| Participant deferral / active EE | $5,634 | $2,938+91.7% | $3,963+42.1% | $3,740+50.6% |
| Admin fee / account holder | $2,229 | $3,976-44.0% | $5,611-60.3% | $5,306-58.0% |