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 | $142,704 | $65,561+117.7% | $86,188+65.6% | $75,163+89.9% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.4pp |
| Annual return | 14.46% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,088 | $1,553+98.9% | $2,380+29.7% | $2,670+15.7% |
| Participant deferral / active EE | $5,675 | $3,024+87.7% | $3,985+42.4% | $4,125+37.6% |
| Admin fee / account holder | $35,744 | $5,474+553.0% | $6,852+421.7% | $5,651+532.5% |