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 | $169,788 | $65,409+159.6% | $98,442+72.5% | $85,850+97.8% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.4pp |
| Annual return | 42.57% | 21.76%+20.8pp | 1492.73%-1450.2pp | 318.53%-276.0pp |
| Employer contribution / active EE | $1,733 | $2,168-20.0% | $2,960-41.4% | $2,565-32.4% |
| Participant deferral / active EE | $5,104 | $3,166+61.2% | $4,276+19.3% | $3,952+29.2% |
| Admin fee / account holder | $6,473 | $4,593+40.9% | $5,949+8.8% | $6,260+3.4% |