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 3-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 | $140,110 | $102,317+36.9% | $146,958-4.7% | $80,856+73.3% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.1pp | 67.6%+22.6pp |
| Annual return | 672.08% | 134.76%+537.3pp | 418.34%+253.7pp | 35.59%+636.5pp |
| Employer contribution / active EE | $1,324 | $3,713-64.4% | $4,933-73.2% | $2,755-52.0% |
| Participant deferral / active EE | $2,876 | $6,644-56.7% | $8,070-64.4% | $4,296-33.0% |
| Admin fee / account holder | $880 | $7,941-88.9% | $12,998-93.2% | $6,918-87.3% |