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 | $145,436 | $104,106+39.7% | $71,086+104.6% | $135,375+7.4% |
| Participation rate | 89.5% | 65.7%+23.8pp | 54.7%+34.8pp | 82.6%+6.8pp |
| Annual return | -8.30% | 1256.30%-1264.6pp | 650.59%-658.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,236 | $1,485+50.6% | $1,088+105.6% | $4,779-53.2% |
| Participant deferral / active EE | $10,680 | $2,527+322.6% | $1,874+469.8% | $5,609+90.4% |
| Admin fee / account holder | $752 | $4,142-81.8% | $3,082-75.6% | $10,827-93.1% |