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 | $140,692 | $85,202+65.1% | $172,739-18.6% | $72,985+92.8% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.6%+15.7pp | 69.5%+28.9pp |
| Annual return | 24.27% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $7,934 | $3,324+138.7% | $5,143+54.3% | $2,440+225.2% |
| Participant deferral / active EE | $5,976 | $3,260+83.3% | $5,198+15.0% | $3,607+65.7% |
| Admin fee / account holder | $2,326 | $5,884-60.5% | $13,954-83.3% | $5,124-54.6% |