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 | $130,846 | $65,561+99.6% | $86,188+51.8% | $75,163+74.1% |
| Participation rate | 82.9% | 60.5%+22.4pp | 69.0%+14.0pp | 67.2%+15.7pp |
| Annual return | 14.84% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $977 | $1,553-37.1% | $2,380-58.9% | $2,670-63.4% |
| Participant deferral / active EE | $5,210 | $3,024+72.3% | $3,985+30.7% | $4,125+26.3% |
| Admin fee / account holder | $12,547 | $5,474+129.2% | $6,852+83.1% | $5,651+122.0% |