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 | $186,124 | $60,124+209.6% | $90,404+105.9% | $79,858+133.1% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 17.24% | 71.94%-54.7pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $7,570 | $2,068+266.1% | $3,262+132.1% | $2,471+206.4% |
| Participant deferral / active EE | $5,725 | $2,938+94.8% | $3,963+44.4% | $3,740+53.1% |
| Admin fee / account holder | $1,105 | $3,976-72.2% | $5,611-80.3% | $5,306-79.2% |