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 | $133,579 | $58,927+126.7% | $76,817+73.9% | $72,985+83.0% |
| Participation rate | 91.7% | 67.3%+24.3pp | 72.1%+19.6pp | 69.5%+22.2pp |
| Annual return | 18.93% | 2305.64%-2286.7pp | 1166.11%-1147.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,889 | $1,787+61.7% | $2,302+25.5% | $2,440+18.4% |
| Participant deferral / active EE | $4,072 | $2,690+51.4% | $3,336+22.1% | $3,607+12.9% |
| Admin fee / account holder | $15,708 | $4,013+291.5% | $6,420+144.7% | $5,124+206.5% |