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 | $148,229 | $60,124+146.5% | $90,404+64.0% | $79,858+85.6% |
| Participation rate | 82.4% | 65.0%+17.4pp | 72.7%+9.7pp | 69.6%+12.7pp |
| Annual return | 41.21% | 71.94%-30.7pp | 1293.02%-1251.8pp | 31.71%+9.5pp |
| Employer contribution / active EE | $3,467 | $2,068+67.7% | $3,262+6.3% | $2,471+40.3% |
| Participant deferral / active EE | $7,141 | $2,938+143.0% | $3,963+80.2% | $3,740+90.9% |
| Admin fee / account holder | $11,339 | $3,976+185.2% | $5,611+102.1% | $5,306+113.7% |