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 | $152,568 | $65,409+133.3% | $98,442+55.0% | $85,850+77.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 30.47% | 21.76%+8.7pp | 1492.73%-1462.3pp | 318.53%-288.1pp |
| Employer contribution / active EE | $7,814 | $2,168+260.5% | $2,960+164.0% | $2,565+204.6% |
| Participant deferral / active EE | $11,483 | $3,166+262.7% | $4,276+168.5% | $3,952+190.6% |
| Admin fee / account holder | $9,299 | $4,593+102.5% | $5,949+56.3% | $6,260+48.6% |