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 | $142,252 | $58,208+144.4% | $81,812+73.9% | $80,856+75.9% |
| Participation rate | 97.0% | 63.4%+33.6pp | 72.3%+24.6pp | 67.6%+29.3pp |
| Annual return | 16.07% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,382 | $2,340+87.3% | $2,912+50.5% | $2,755+59.1% |
| Participant deferral / active EE | $8,952 | $3,281+172.8% | $4,319+107.3% | $4,296+108.4% |
| Admin fee / account holder | $631 | $4,981-87.3% | $7,386-91.5% | $6,918-90.9% |