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 | $134,403 | $60,124+123.5% | $90,404+48.7% | $79,858+68.3% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+28.0pp |
| Annual return | 12.25% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,634 | $2,068+75.8% | $3,262+11.4% | $2,471+47.1% |
| Participant deferral / active EE | $5,577 | $2,938+89.8% | $3,963+40.7% | $3,740+49.1% |
| Admin fee / account holder | $4,896 | $3,976+23.1% | $5,611-12.7% | $5,306-7.7% |