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 | $142,952 | $99,020+44.4% | $86,590+65.1% | $147,584-3.1% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 16.49% | 1312.34%-1295.8pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,066 | $3,132+29.8% | $2,839+43.2% | $4,876-16.6% |
| Participant deferral / active EE | $4,715 | $3,972+18.7% | $3,609+30.7% | $5,439-13.3% |
| Admin fee / account holder | $2,357 | $5,710-58.7% | $4,906-51.9% | $10,885-78.3% |