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 | $164,958 | $60,124+174.4% | $90,404+82.5% | $79,858+106.6% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+27.9pp |
| Annual return | 15.99% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,643 | $2,068+76.2% | $3,262+11.7% | $2,471+47.4% |
| Participant deferral / active EE | $10,040 | $2,938+241.7% | $3,963+153.3% | $3,740+168.5% |
| Admin fee / account holder | $596 | $3,976-85.0% | $5,611-89.4% | $5,306-88.8% |