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 | $122,639 | $60,124+104.0% | $90,404+35.7% | $79,858+53.6% |
| Participation rate | 98.2% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.6pp |
| Annual return | 12.80% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,874 | $2,068+135.7% | $3,262+49.4% | $2,471+97.3% |
| Participant deferral / active EE | $4,932 | $2,938+67.8% | $3,963+24.4% | $3,740+31.9% |
| Admin fee / account holder | $14,967 | $3,976+276.4% | $5,611+166.8% | $5,306+182.1% |