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 | $108,025 | $60,124+79.7% | $90,404+19.5% | $79,858+35.3% |
| Participation rate | 81.3% | 65.0%+16.3pp | 72.7%+8.6pp | 69.6%+11.6pp |
| Annual return | 13.72% | 71.94%-58.2pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,777 | $2,068+82.7% | $3,262+15.8% | $2,471+52.9% |
| Participant deferral / active EE | $7,300 | $2,938+148.5% | $3,963+84.2% | $3,740+95.2% |
| Admin fee / account holder | $20,984 | $3,976+427.7% | $5,611+274.0% | $5,306+295.5% |