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 | $134,915 | $63,346+113.0% | $92,233+46.3% | $70,131+92.4% |
| Participation rate | 84.4% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 18.20% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,767 | $2,471+92.9% | $3,679+29.6% | $2,342+103.5% |
| Participant deferral / active EE | $6,185 | $2,854+116.7% | $3,897+58.7% | $3,332+85.6% |
| Admin fee / account holder | $5,564 | $3,840+44.9% | $5,194+7.1% | $4,645+19.8% |