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 | $82,619 | $30,400+171.8% | $53,898+53.3% | $84,808-2.6% |
| Participation rate | 84.8% | 46.4%+38.4pp | 55.0%+29.9pp | 68.3%+16.5pp |
| Annual return | 16.25% | 500.19%-483.9pp | 528.60%-512.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,967 | $603+392.3% | $932+218.3% | $2,631+12.8% |
| Participant deferral / active EE | $1,962 | $1,199+63.7% | $1,826+7.4% | $4,212-53.4% |
| Admin fee / account holder | $4,424 | $1,993+122.0% | $2,491+77.6% | $7,344-39.8% |