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 | $107,969 | $60,124+79.6% | $90,404+19.4% | $79,858+35.2% |
| Participation rate | 97.3% | 65.0%+32.3pp | 72.7%+24.6pp | 69.6%+27.7pp |
| Annual return | 14.75% | 71.94%-57.2pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $9,478 | $2,068+358.4% | $3,262+190.6% | $2,471+283.6% |
| Participant deferral / active EE | $7,332 | $2,938+149.6% | $3,963+85.0% | $3,740+96.0% |
| Admin fee / account holder | $8,528 | $3,976+114.5% | $5,611+52.0% | $5,306+60.7% |