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 | $142,441 | $58,927+141.7% | $76,817+85.4% | $72,985+95.2% |
| Participation rate | 86.2% | 67.3%+18.9pp | 72.1%+14.1pp | 69.5%+16.7pp |
| Annual return | 24.81% | 2305.64%-2280.8pp | 1166.11%-1141.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $904 | $1,787-49.4% | $2,302-60.7% | $2,440-63.0% |
| Participant deferral / active EE | $8,901 | $2,690+230.8% | $3,336+166.8% | $3,607+146.7% |
| Admin fee / account holder | $727 | $4,013-81.9% | $6,420-88.7% | $5,124-85.8% |