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 | $120,036 | $60,124+99.6% | $90,404+32.8% | $79,858+50.3% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 17.25% | 71.94%-54.7pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,958 | $2,068+43.1% | $3,262-9.3% | $2,471+19.7% |
| Participant deferral / active EE | $6,534 | $2,938+122.4% | $3,963+64.9% | $3,740+74.7% |
| Admin fee / account holder | $3,353 | $3,976-15.7% | $5,611-40.2% | $5,306-36.8% |