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 | $154,697 | $96,305+60.6% | $80,569+92.0% | $139,434+10.9% |
| Participation rate | 76.9% | 73.6%+3.3pp | 67.0%+9.9pp | 80.3%-3.4pp |
| Annual return | 23.33% | 1350.08%-1326.8pp | 935.43%-912.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,170 | $3,262-33.5% | $2,723-20.3% | $4,751-54.3% |
| Participant deferral / active EE | $5,652 | $5,232+8.0% | $4,447+27.1% | $6,710-15.8% |
| Admin fee / account holder | $18,881 | $6,599+186.1% | $5,377+251.1% | $11,403+65.6% |