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 | $191,315 | $83,902+128.0% | $167,512+14.2% | $84,808+125.6% |
| Participation rate | 87.5% | 66.5%+21.0pp | 77.1%+10.4pp | 68.3%+19.2pp |
| Annual return | 15.66% | 91.55%-75.9pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,939 | $2,264+29.8% | $3,882-24.3% | $2,631+11.7% |
| Participant deferral / active EE | $5,514 | $4,442+24.1% | $6,405-13.9% | $4,212+30.9% |
| Admin fee / account holder | $12,094 | $7,915+52.8% | $9,769+23.8% | $7,344+64.7% |