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 9-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 | $187,277 | $60,124+211.5% | $90,404+107.2% | $79,858+134.5% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 17.42% | 71.94%-54.5pp | 1293.02%-1275.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,490 | $2,068+117.1% | $3,262+37.6% | $2,471+81.7% |
| Participant deferral / active EE | $8,282 | $2,938+181.9% | $3,963+109.0% | $3,740+121.4% |
| Admin fee / account holder | $6,837 | $3,976+71.9% | $5,611+21.9% | $5,306+28.8% |