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 | $138,626 | $49,173+181.9% | $121,098+14.5% | $75,163+84.4% |
| Participation rate | 80.5% | 55.4%+25.1pp | 69.5%+11.0pp | 67.2%+13.3pp |
| Annual return | 21.46% | 55.99%-34.5pp | 985.75%-964.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $631 | $1,546-59.2% | $4,164-84.8% | $2,670-76.4% |
| Participant deferral / active EE | $5,637 | $2,628+114.5% | $4,080+38.2% | $4,125+36.6% |
| Admin fee / account holder | $16,263 | $3,942+312.6% | $5,644+188.1% | $5,651+187.8% |