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 | $160,886 | $77,145+108.5% | $108,410+48.4% | $85,850+87.4% |
| Participation rate | 92.3% | 74.7%+17.6pp | 80.1%+12.2pp | 69.3%+23.0pp |
| Annual return | 13.45% | 44.54%-31.1pp | 905.27%-891.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,009 | $2,379-15.6% | $3,558-43.6% | $2,565-21.7% |
| Participant deferral / active EE | $6,320 | $5,566+13.5% | $6,563-3.7% | $3,952+59.9% |
| Admin fee / account holder | $28,585 | $5,172+452.7% | $7,295+291.8% | $6,260+356.6% |