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 | $194,095 | $100,041+94.0% | $149,718+29.6% | $70,131+176.8% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 21.76% | 27.43%-5.7pp | 1501.63%-1479.9pp | 73.14%-51.4pp |
| Employer contribution / active EE | $5,918 | $3,662+61.6% | $5,445+8.7% | $2,342+152.6% |
| Participant deferral / active EE | $6,780 | $4,983+36.1% | $6,569+3.2% | $3,332+103.5% |
| Admin fee / account holder | $4,035 | $8,286-51.3% | $11,283-64.2% | $4,645-13.1% |