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 | $222,851 | $60,124+270.7% | $90,404+146.5% | $79,858+179.1% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.8pp |
| Annual return | 12.62% | 71.94%-59.3pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $9,505 | $2,068+359.7% | $3,262+191.4% | $2,471+284.7% |
| Participant deferral / active EE | $4,327 | $2,938+47.3% | $3,963+9.2% | $3,740+15.7% |
| Admin fee / account holder | $23,840 | $3,976+499.5% | $5,611+324.9% | $5,306+349.3% |