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 | $229,897 | $83,902+174.0% | $167,512+37.2% | $84,808+171.1% |
| Participation rate | 97.1% | 66.5%+30.7pp | 77.1%+20.1pp | 68.3%+28.8pp |
| Annual return | 14.81% | 91.55%-76.7pp | 1615.79%-1601.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $8,127 | $2,264+259.0% | $3,882+109.4% | $2,631+208.9% |
| Participant deferral / active EE | $19,594 | $4,442+341.1% | $6,405+205.9% | $4,212+365.2% |
| Admin fee / account holder | $45,493 | $7,915+474.8% | $9,769+365.7% | $7,344+519.5% |