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 | $134,716 | $57,281+135.2% | $86,612+55.5% | $75,163+79.2% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 16.94% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $629 | $2,314-72.8% | $3,022-79.2% | $2,670-76.4% |
| Participant deferral / active EE | $5,278 | $3,318+59.1% | $4,438+18.9% | $4,125+27.9% |
| Admin fee / account holder | $1,887 | $4,112-54.1% | $5,614-66.4% | $5,651-66.6% |