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 | $124,836 | $65,409+90.9% | $98,442+26.8% | $85,850+45.4% |
| Participation rate | 92.1% | 65.0%+27.1pp | 73.3%+18.8pp | 69.3%+22.8pp |
| Annual return | 22.05% | 21.76%+0.3pp | 1492.73%-1470.7pp | 318.53%-296.5pp |
| Employer contribution / active EE | $2,535 | $2,168+16.9% | $2,960-14.4% | $2,565-1.2% |
| Participant deferral / active EE | $7,638 | $3,166+141.2% | $4,276+78.6% | $3,952+93.3% |
| Admin fee / account holder | $12,234 | $4,593+166.4% | $5,949+105.6% | $6,260+95.4% |