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 | $154,619 | $70,756+118.5% | $65,493+136.1% | $142,382+8.6% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 14.06% | 1754.89%-1740.8pp | 982.45%-968.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,819 | $2,881-2.1% | $2,574+9.5% | $4,299-34.4% |
| Participant deferral / active EE | $7,159 | $4,637+54.4% | $3,961+80.7% | $6,507+10.0% |
| Admin fee / account holder | $20,495 | $6,559+212.5% | $5,028+307.6% | $12,624+62.4% |