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 | $160,726 | $60,124+167.3% | $90,404+77.8% | $79,858+101.3% |
| Participation rate | 95.1% | 65.0%+30.1pp | 72.7%+22.4pp | 69.6%+25.5pp |
| Annual return | 11.97% | 71.94%-60.0pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,836 | $2,068-11.2% | $3,262-43.7% | $2,471-25.7% |
| Participant deferral / active EE | $6,629 | $2,938+125.6% | $3,963+67.3% | $3,740+77.3% |
| Admin fee / account holder | $9,733 | $3,976+144.8% | $5,611+73.5% | $5,306+83.4% |