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 | $132,522 | $81,625+62.4% | $58,482+126.6% | $139,434-5.0% |
| Participation rate | 86.4% | 61.3%+25.0pp | 50.9%+35.5pp | 80.3%+6.0pp |
| Annual return | 15.75% | 7404.20%-7388.4pp | 4239.32%-4223.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,744 | $1,398+96.2% | $1,053+160.5% | $4,751-42.2% |
| Participant deferral / active EE | $2,893 | $2,557+13.1% | $1,924+50.3% | $6,710-56.9% |
| Admin fee / account holder | $3,755 | $3,265+15.0% | $2,516+49.3% | $11,403-67.1% |