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 | $45,452 | $210,648-78.4% | $177,989-74.5% | $145,922-68.9% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 9.92% | 385.86%-375.9pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $7,449 | $4,565+63.2% | $3,949+88.6% | $4,660+59.9% |
| Participant deferral / active EE | $2,988 | $6,958-57.1% | $6,276-52.4% | $6,688-55.3% |
| Admin fee / account holder | $20,734 | $12,013+72.6% | $10,363+100.1% | $13,397+54.8% |