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 | $161,226 | $65,409+146.5% | $98,442+63.8% | $85,850+87.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 30.52% | 21.76%+8.8pp | 1492.73%-1462.2pp | 318.53%-288.0pp |
| Employer contribution / active EE | $4,654 | $2,168+114.7% | $2,960+57.2% | $2,565+81.4% |
| Participant deferral / active EE | $6,205 | $3,166+96.0% | $4,276+45.1% | $3,952+57.0% |
| Admin fee / account holder | $7,494 | $4,593+63.2% | $5,949+26.0% | $6,260+19.7% |