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 | $140,086 | $57,541+143.5% | $95,745+46.3% | $75,163+86.4% |
| Participation rate | 87.0% | 62.5%+24.4pp | 72.3%+14.7pp | 67.2%+19.8pp |
| Annual return | 15.62% | 34.93%-19.3pp | 28.35%-12.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $4,101 | $1,808+126.9% | $2,835+44.7% | $2,670+53.6% |
| Participant deferral / active EE | $7,455 | $3,074+142.5% | $4,245+75.6% | $4,125+80.7% |
| Admin fee / account holder | $15,645 | $4,099+281.7% | $5,678+175.5% | $5,651+176.9% |