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 | $148,602 | $92,703+60.3% | $82,719+79.6% | $134,475+10.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | 8.49% | 944.92%-936.4pp | 701.18%-692.7pp | 417.96%-409.5pp |
| Employer contribution / active EE | $4,957 | $3,274+51.4% | $3,009+64.7% | $4,740+4.6% |
| Participant deferral / active EE | $4,418 | $4,802-8.0% | $4,395+0.5% | $6,400-31.0% |
| Admin fee / account holder | $1,446 | $5,983-75.8% | $5,329-72.9% | $11,426-87.3% |