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 | $140,230 | $60,124+133.2% | $90,404+55.1% | $79,858+75.6% |
| Participation rate | 91.4% | 65.0%+26.4pp | 72.7%+18.7pp | 69.6%+21.8pp |
| Annual return | 18.72% | 71.94%-53.2pp | 1293.02%-1274.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,705 | $2,068+79.2% | $3,262+13.6% | $2,471+49.9% |
| Participant deferral / active EE | $4,185 | $2,938+42.4% | $3,963+5.6% | $3,740+11.9% |
| Admin fee / account holder | $2,483 | $3,976-37.6% | $5,611-55.7% | $5,306-53.2% |