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 | $106,381 | $80,812+31.6% | $160,784-33.8% | $82,448+29.0% |
| Participation rate | 85.4% | 66.2%+19.2pp | 77.0%+8.5pp | 68.1%+17.3pp |
| Annual return | 18.94% | 100.59%-81.6pp | 1803.92%-1785.0pp | 41.64%-22.7pp |
| Employer contribution / active EE | $5,533 | $2,174+154.5% | $3,733+48.2% | $2,551+116.9% |
| Participant deferral / active EE | $13,291 | $4,335+206.6% | $6,293+111.2% | $4,139+221.1% |
| Admin fee / account holder | $17,481 | $7,695+127.2% | $9,717+79.9% | $7,234+141.6% |