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 | $144,510 | $57,281+152.3% | $86,612+66.8% | $75,163+92.3% |
| Participation rate | 90.2% | 63.2%+27.0pp | 71.7%+18.5pp | 67.2%+23.1pp |
| Annual return | 14.96% | 2670.75%-2655.8pp | 591.07%-576.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,385 | $2,314+3.1% | $3,022-21.1% | $2,670-10.7% |
| Participant deferral / active EE | $5,715 | $3,318+72.3% | $4,438+28.8% | $4,125+38.6% |
| Admin fee / account holder | $4,514 | $4,112+9.8% | $5,614-19.6% | $5,651-20.1% |