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 | $144,576 | $60,124+140.5% | $90,404+59.9% | $79,858+81.0% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 16.97% | 71.94%-55.0pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,562 | $2,068+23.9% | $3,262-21.4% | $2,471+3.7% |
| Participant deferral / active EE | $5,660 | $2,938+92.6% | $3,963+42.8% | $3,740+51.3% |
| Admin fee / account holder | $838 | $3,976-78.9% | $5,611-85.1% | $5,306-84.2% |