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 | $125,444 | $60,124+108.6% | $90,404+38.8% | $79,858+57.1% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.3pp |
| Annual return | 12.47% | 71.94%-59.5pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $7,526 | $2,068+264.0% | $3,262+130.7% | $2,471+204.6% |
| Participant deferral / active EE | $3,658 | $2,938+24.5% | $3,963-7.7% | $3,740-2.2% |
| Admin fee / account holder | $3,955 | $3,976-0.5% | $5,611-29.5% | $5,306-25.5% |