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 | $171,849 | $65,561+162.1% | $86,188+99.4% | $75,163+128.6% |
| Participation rate | 85.2% | 60.5%+24.7pp | 69.0%+16.2pp | 67.2%+18.0pp |
| Annual return | 21.30% | 46.05%-24.8pp | 1168.45%-1147.2pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,941 | $1,553+89.4% | $2,380+23.5% | $2,670+10.1% |
| Participant deferral / active EE | $7,721 | $3,024+155.3% | $3,985+93.7% | $4,125+87.2% |
| Admin fee / account holder | $8,763 | $5,474+60.1% | $6,852+27.9% | $5,651+55.1% |