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 | $103,418 | $39,798+159.9% | $67,711+52.7% | $59,632+73.4% |
| Participation rate | 91.5% | 57.4%+34.1pp | 67.5%+24.0pp | 68.7%+22.8pp |
| Annual return | -0.82% | 89.94%-90.8pp | 25.41%-26.2pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $4,485 | $1,393+222.0% | $2,559+75.3% | $2,203+103.6% |
| Participant deferral / active EE | $6,504 | $2,335+178.6% | $3,585+81.4% | $3,192+103.8% |
| Admin fee / account holder | $6,640 | $3,212+106.7% | $4,255+56.1% | $4,297+54.5% |