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 | $147,442 | $60,124+145.2% | $90,404+63.1% | $79,858+84.6% |
| Participation rate | 86.3% | 65.0%+21.3pp | 72.7%+13.6pp | 69.6%+16.6pp |
| Annual return | 21.98% | 71.94%-50.0pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $5,598 | $2,068+170.7% | $3,262+71.6% | $2,471+126.5% |
| Participant deferral / active EE | $3,729 | $2,938+26.9% | $3,963-5.9% | $3,740-0.3% |
| Admin fee / account holder | $5,350 | $3,976+34.6% | $5,611-4.6% | $5,306+0.8% |