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 5-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 | $139,119 | $60,124+131.4% | $90,404+53.9% | $79,858+74.2% |
| Participation rate | 74.3% | 65.0%+9.3pp | 72.7%+1.6pp | 69.6%+4.7pp |
| Annual return | 15.34% | 71.94%-56.6pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,836 | $2,938+30.6% | $3,963-3.2% | $3,740+2.6% |
| Admin fee / account holder | $357 | $3,976-91.0% | $5,611-93.6% | $5,306-93.3% |