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 | $148,471 | $99,020+49.9% | $86,590+71.5% | $147,584+0.6% |
| Participation rate | 86.4% | 76.3%+10.0pp | 73.5%+12.8pp | 82.8%+3.5pp |
| Annual return | 15.30% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,093 | $3,132-33.2% | $2,839-26.3% | $4,876-57.1% |
| Participant deferral / active EE | $4,892 | $3,972+23.2% | $3,609+35.6% | $5,439-10.0% |
| Admin fee / account holder | $1,953 | $5,710-65.8% | $4,906-60.2% | $10,885-82.1% |