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 | $136,346 | $60,124+126.8% | $90,404+50.8% | $79,858+70.7% |
| Participation rate | 90.9% | 65.0%+25.9pp | 72.7%+18.2pp | 69.6%+21.3pp |
| Annual return | 19.88% | 71.94%-52.1pp | 1293.02%-1273.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,585 | $2,068-23.4% | $3,262-51.4% | $2,471-35.9% |
| Participant deferral / active EE | $8,050 | $2,938+174.0% | $3,963+103.1% | $3,740+115.2% |
| Admin fee / account holder | $939 | $3,976-76.4% | $5,611-83.3% | $5,306-82.3% |