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 | $142,552 | $60,124+137.1% | $90,404+57.7% | $79,858+78.5% |
| Participation rate | 90.4% | 65.0%+25.4pp | 72.7%+17.7pp | 69.6%+20.8pp |
| Annual return | 15.40% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,454 | $2,068+67.0% | $3,262+5.9% | $2,471+39.8% |
| Participant deferral / active EE | $7,859 | $2,938+167.5% | $3,963+98.3% | $3,740+110.1% |
| Admin fee / account holder | $2,740 | $3,976-31.1% | $5,611-51.2% | $5,306-48.4% |