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 | $103,085 | $70,606+46.0% | $53,898+91.3% | $142,382-27.6% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 13.59% | 619.81%-606.2pp | 528.60%-515.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,321 | $1,202+259.5% | $932+363.6% | $4,299+0.5% |
| Participant deferral / active EE | $10,620 | $2,364+349.2% | $1,826+481.5% | $6,507+63.2% |
| Admin fee / account holder | $8,590 | $2,852+201.2% | $2,491+244.9% | $12,624-32.0% |