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 | $143,076 | $63,346+125.9% | $92,233+55.1% | $70,131+104.0% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 14.48% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $4,675 | $2,471+89.2% | $3,679+27.1% | $2,342+99.6% |
| Participant deferral / active EE | $6,374 | $2,854+123.4% | $3,897+63.6% | $3,332+91.3% |
| Admin fee / account holder | $1,433 | $3,840-62.7% | $5,194-72.4% | $4,645-69.2% |