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 | $203,213 | $83,902+142.2% | $167,512+21.3% | $84,808+139.6% |
| Participation rate | 89.7% | 66.5%+23.3pp | 77.1%+12.7pp | 68.3%+21.4pp |
| Annual return | 19.29% | 91.55%-72.3pp | 1615.79%-1596.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,989 | $2,264+164.5% | $3,882+54.3% | $2,631+127.6% |
| Participant deferral / active EE | $11,239 | $4,442+153.0% | $6,405+75.5% | $4,212+166.8% |
| Admin fee / account holder | $7,550 | $7,915-4.6% | $9,769-22.7% | $7,344+2.8% |