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 | $145,071 | $60,124+141.3% | $90,404+60.5% | $79,858+81.7% |
| Participation rate | 84.4% | 65.0%+19.4pp | 72.7%+11.7pp | 69.6%+14.7pp |
| Annual return | 17.63% | 71.94%-54.3pp | 1293.02%-1275.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,717 | $2,068+79.7% | $3,262+13.9% | $2,471+50.4% |
| Participant deferral / active EE | $8,292 | $2,938+182.2% | $3,963+109.2% | $3,740+121.7% |
| Admin fee / account holder | $11,420 | $3,976+187.2% | $5,611+103.5% | $5,306+115.2% |