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 | $187,106 | $60,124+211.2% | $90,404+107.0% | $79,858+134.3% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+20.9pp |
| Annual return | 12.80% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,190 | $2,068+54.3% | $3,262-2.2% | $2,471+29.1% |
| Participant deferral / active EE | $6,731 | $2,938+129.1% | $3,963+69.8% | $3,740+80.0% |
| Admin fee / account holder | $12,974 | $3,976+226.3% | $5,611+131.2% | $5,306+144.5% |