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 | $179,236 | $60,124+198.1% | $90,404+98.3% | $79,858+124.4% |
| Participation rate | 70.7% | 65.0%+5.7pp | 72.7%-2.0pp | 69.6%+1.1pp |
| Annual return | 18.46% | 71.94%-53.5pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,471 | $2,068+19.5% | $3,262-24.2% | $2,4710% |
| Participant deferral / active EE | $6,107 | $2,938+107.9% | $3,963+54.1% | $3,740+63.3% |
| Admin fee / account holder | $367 | $3,976-90.8% | $5,611-93.5% | $5,306-93.1% |