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 | $110,811 | $49,173+125.4% | $121,098-8.5% | $75,163+47.4% |
| Participation rate | 96.6% | 55.4%+41.2pp | 69.5%+27.1pp | 67.2%+29.4pp |
| Annual return | 16.68% | 55.99%-39.3pp | 985.75%-969.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,321 | $1,546+114.9% | $4,164-20.2% | $2,670+24.4% |
| Participant deferral / active EE | $7,458 | $2,628+183.8% | $4,080+82.8% | $4,125+80.8% |
| Admin fee / account holder | $1,321 | $3,942-66.5% | $5,644-76.6% | $5,651-76.6% |