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 | $105,030 | $60,124+74.7% | $90,404+16.2% | $79,858+31.5% |
| Participation rate | 77.1% | 65.0%+12.1pp | 72.7%+4.4pp | 69.6%+7.5pp |
| Annual return | 15.36% | 71.94%-56.6pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,764 | $2,068+82.0% | $3,262+15.4% | $2,471+52.3% |
| Participant deferral / active EE | $7,014 | $2,938+138.7% | $3,963+77.0% | $3,740+87.5% |
| Admin fee / account holder | $10,196 | $3,976+156.4% | $5,611+81.7% | $5,306+92.1% |