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 | $118,760 | $63,346+87.5% | $92,233+28.8% | $70,131+69.3% |
| Participation rate | 71.6% | 68.7%+3.0pp | 76.5%-4.8pp | 69.5%+2.1pp |
| Annual return | 16.10% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,509 | $2,471+82.5% | $3,679+22.5% | $2,342+92.5% |
| Participant deferral / active EE | $1,645 | $2,854-42.4% | $3,897-57.8% | $3,332-50.6% |
| Admin fee / account holder | $20,520 | $3,840+434.3% | $5,194+295.1% | $4,645+341.7% |