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 | $153,118 | $60,124+154.7% | $90,404+69.4% | $79,858+91.7% |
| Participation rate | 98.1% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.5pp |
| Annual return | 22.40% | 71.94%-49.5pp | 1293.02%-1270.6pp | 31.71%-9.3pp |
| Employer contribution / active EE | $5,954 | $2,068+188.0% | $3,262+82.5% | $2,471+141.0% |
| Participant deferral / active EE | $4,532 | $2,938+54.2% | $3,963+14.4% | $3,740+21.2% |
| Admin fee / account holder | $21,235 | $3,976+434.0% | $5,611+278.5% | $5,306+300.2% |