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 | $107,914 | $60,124+79.5% | $90,404+19.4% | $79,858+35.1% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 13.53% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,296 | $2,068+107.8% | $3,262+31.7% | $2,471+73.9% |
| Participant deferral / active EE | $5,405 | $2,938+84.0% | $3,963+36.4% | $3,740+44.5% |
| Admin fee / account holder | $3,259 | $3,976-18.0% | $5,611-41.9% | $5,306-38.6% |