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 | $176,427 | $60,124+193.4% | $90,404+95.2% | $79,858+120.9% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.3pp |
| Annual return | 16.35% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $6,823 | $2,068+230.0% | $3,262+109.2% | $2,471+176.1% |
| Participant deferral / active EE | $12,308 | $2,938+318.9% | $3,963+210.5% | $3,740+229.1% |
| Admin fee / account holder | $13,156 | $3,976+230.9% | $5,611+134.5% | $5,306+147.9% |