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 | $169,966 | $58,234+191.9% | $81,783+107.8% | $80,874+110.2% |
| Participation rate | 82.2% | 63.4%+18.8pp | 72.4%+9.9pp | 67.6%+14.6pp |
| Annual return | 202.69% | 41.70%+161.0pp | 775.05%-572.4pp | 35.62%+167.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,340 | $3,283+93.1% | $4,320+46.8% | $4,297+47.6% |
| Admin fee / account holder | $2,488 | $4,982-50.0% | $7,380-66.3% | $6,935-64.1% |