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 | $142,958 | $65,561+118.1% | $86,188+65.9% | $75,163+90.2% |
| Participation rate | 82.0% | 60.5%+21.5pp | 69.0%+13.0pp | 67.2%+14.8pp |
| Annual return | 18.91% | 46.05%-27.1pp | 1168.45%-1149.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $7,089 | $1,553+356.6% | $2,380+197.8% | $2,670+165.5% |
| Participant deferral / active EE | $4,008 | $3,024+32.5% | $3,985+0.6% | $4,125-2.8% |
| Admin fee / account holder | $11,230 | $5,474+105.2% | $6,852+63.9% | $5,651+98.7% |