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 | $121,065 | $104,907+15.4% | $84,611+43.1% | $152,861-20.8% |
| Participation rate | 81.3% | 74.8%+6.4pp | 68.2%+13.0pp | 82.4%-1.2pp |
| Annual return | 30.74% | 373.79%-343.1pp | 258.74%-228.0pp | 345.32%-314.6pp |
| Employer contribution / active EE | $3,833 | $3,302+16.1% | $2,652+44.5% | $4,762-19.5% |
| Participant deferral / active EE | $14,408 | $4,688+207.3% | $3,899+269.5% | $5,850+146.3% |
| Admin fee / account holder | $9,188 | $6,241+47.2% | $4,912+87.0% | $11,596-20.8% |