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 | $157,158 | $65,409+140.3% | $98,442+59.6% | $85,850+83.1% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 13.51% | 21.76%-8.3pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,097 | $2,168+89.0% | $2,960+38.4% | $2,565+59.7% |
| Participant deferral / active EE | $6,188 | $3,166+95.4% | $4,276+44.7% | $3,952+56.6% |
| Admin fee / account holder | $15,162 | $4,593+230.1% | $5,949+154.9% | $6,260+142.2% |