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 | $131,114 | $48,230+171.8% | $67,502+94.2% | $80,856+62.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.7pp |
| Annual return | 12.91% | 18.28%-5.4pp | 3512.12%-3499.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $12,852 | $2,020+536.4% | $2,731+370.6% | $2,755+366.5% |
| Participant deferral / active EE | $5,625 | $2,924+92.4% | $4,000+40.6% | $4,296+30.9% |
| Admin fee / account holder | $13,422 | $3,681+264.6% | $3,998+235.7% | $6,918+94.0% |