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 | $121,347 | $57,281+111.8% | $86,612+40.1% | $75,163+61.4% |
| Participation rate | 85.6% | 63.2%+22.4pp | 71.7%+13.9pp | 67.2%+18.4pp |
| Annual return | 18.51% | 2670.75%-2652.2pp | 591.07%-572.6pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,328 | $2,314-42.6% | $3,022-56.1% | $2,670-50.3% |
| Participant deferral / active EE | $7,186 | $3,318+116.6% | $4,438+61.9% | $4,125+74.2% |
| Admin fee / account holder | $5,869 | $4,112+42.7% | $5,614+4.5% | $5,651+3.9% |