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 | $124,478 | $29,660+319.7% | $56,411+120.7% | $80,856+53.9% |
| Participation rate | 74.1% | 41.6%+32.4pp | 52.5%+21.6pp | 67.6%+6.4pp |
| Annual return | 17.38% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $848 | $669+26.6% | $1,039-18.4% | $2,755-69.2% |
| Participant deferral / active EE | $5,670 | $1,226+362.5% | $1,952+190.5% | $4,296+32.0% |
| Admin fee / account holder | $4,110 | $2,428+69.3% | $2,829+45.3% | $6,918-40.6% |