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 | $162,952 | $63,346+157.2% | $92,233+76.7% | $70,131+132.4% |
| Participation rate | 74.2% | 68.7%+5.5pp | 76.5%-2.3pp | 69.5%+4.7pp |
| Annual return | 16.31% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,070 | $2,471+24.2% | $3,679-16.6% | $2,342+31.1% |
| Participant deferral / active EE | $7,464 | $2,854+161.6% | $3,897+91.6% | $3,332+124.0% |
| Admin fee / account holder | $11,486 | $3,840+199.1% | $5,194+121.2% | $4,645+147.2% |