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 | $123,621 | $60,124+105.6% | $90,404+36.7% | $79,858+54.8% |
| Participation rate | 91.6% | 65.0%+26.6pp | 72.7%+18.9pp | 69.6%+21.9pp |
| Annual return | 17.00% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,721 | $2,068+31.6% | $3,262-16.6% | $2,471+10.1% |
| Participant deferral / active EE | $6,192 | $2,938+110.7% | $3,963+56.2% | $3,740+65.6% |
| Admin fee / account holder | $2,159 | $3,976-45.7% | $5,611-61.5% | $5,306-59.3% |