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 | $138,647 | $102,604+35.1% | $86,188+60.9% | $139,434-0.6% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.0%+7.2pp | 80.3%-4.1pp |
| Annual return | 14.69% | 1922.51%-1907.8pp | 1168.45%-1153.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,177 | $3,032+169.6% | $2,380+243.5% | $4,751+72.1% |
| Participant deferral / active EE | $4,450 | $4,676-4.8% | $3,985+11.7% | $6,710-33.7% |
| Admin fee / account holder | $2,176 | $8,657-74.9% | $6,852-68.2% | $11,403-80.9% |