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 | $148,084 | $73,515+101.4% | $62,995+135.1% | $147,584+0.3% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.6pp | 82.8%+12.6pp |
| Annual return | 15.49% | 175.43%-159.9pp | 87.57%-72.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $9,352 | $3,320+181.6% | $2,759+239.0% | $4,876+91.8% |
| Participant deferral / active EE | $10,573 | $4,185+152.6% | $3,329+217.6% | $5,439+94.4% |
| Admin fee / account holder | $13,558 | $5,953+127.7% | $3,600+276.6% | $10,885+24.6% |