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 | $77,527 | $30,400+155.0% | $53,898+43.8% | $84,808-8.6% |
| Participation rate | 87.3% | 46.4%+40.9pp | 55.0%+32.4pp | 68.3%+19.0pp |
| Annual return | 16.61% | 500.19%-483.6pp | 528.60%-512.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,345 | $603+952.7% | $932+580.7% | $2,631+141.2% |
| Participant deferral / active EE | $2,293 | $1,199+91.3% | $1,826+25.6% | $4,212-45.6% |
| Admin fee / account holder | $1,529 | $1,993-23.3% | $2,491-38.6% | $7,344-79.2% |