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 | $110,785 | $56,199+97.1% | $67,652+63.8% | $59,632+85.8% |
| Participation rate | 73.2% | 71.5%+1.7pp | 75.7%-2.5pp | 68.7%+4.5pp |
| Annual return | 14.58% | 18505.31%-18490.7pp | 6625.04%-6610.5pp | 2041.28%-2026.7pp |
| Employer contribution / active EE | $337 | $1,614-79.1% | $2,266-85.1% | $2,203-84.7% |
| Participant deferral / active EE | $1,815 | $2,844-36.2% | $3,560-49.0% | $3,192-43.1% |
| Admin fee / account holder | $7,694 | $3,958+94.4% | $4,821+59.6% | $4,297+79.1% |