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 | $128,611 | $60,124+113.9% | $90,404+42.3% | $79,858+61.1% |
| Participation rate | 82.8% | 65.0%+17.8pp | 72.7%+10.1pp | 69.6%+13.1pp |
| Annual return | 14.12% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $9,145 | $2,068+342.3% | $3,262+180.4% | $2,471+270.1% |
| Participant deferral / active EE | $3,519 | $2,938+19.8% | $3,963-11.2% | $3,740-5.9% |
| Admin fee / account holder | $48,645 | $3,976+1123.3% | $5,611+767.0% | $5,306+816.7% |