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 | $138,872 | $49,922+178.2% | $80,569+72.4% | $75,163+84.8% |
| Participation rate | 78.9% | 55.3%+23.6pp | 67.0%+11.9pp | 67.2%+11.8pp |
| Annual return | 28.88% | 34.69%-5.8pp | 935.43%-906.5pp | 160.62%-131.7pp |
| Employer contribution / active EE | $3,420 | $1,698+101.4% | $2,723+25.6% | $2,670+28.1% |
| Participant deferral / active EE | $8,555 | $2,990+186.1% | $4,447+92.4% | $4,125+107.4% |
| Admin fee / account holder | $3,942 | $3,577+10.2% | $5,377-26.7% | $5,651-30.2% |