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 | $128,145 | $81,208+57.8% | $98,907+29.6% | $79,858+60.5% |
| Participation rate | 89.2% | 72.5%+16.7pp | 76.0%+13.2pp | 69.6%+19.6pp |
| Annual return | 19.81% | 60.99%-41.2pp | 196.43%-176.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,442 | $1,960-26.4% | $2,689-46.4% | $2,471-41.6% |
| Participant deferral / active EE | $8,278 | $3,265+153.5% | $4,244+95.0% | $3,740+121.3% |
| Admin fee / account holder | $511 | $6,013-91.5% | $6,642-92.3% | $5,306-90.4% |