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 | $158,830 | $60,124+164.2% | $90,404+75.7% | $79,858+98.9% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.3pp |
| Annual return | 19.77% | 71.94%-52.2pp | 1293.02%-1273.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $12,399 | $2,068+499.6% | $3,262+280.1% | $2,471+401.8% |
| Participant deferral / active EE | $16,184 | $2,938+450.8% | $3,963+308.3% | $3,740+332.7% |
| Admin fee / account holder | $799 | $3,976-79.9% | $5,611-85.8% | $5,306-84.9% |