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 | $149,554 | $58,927+153.8% | $76,817+94.7% | $72,985+104.9% |
| Participation rate | 72.0% | 67.3%+4.7pp | 72.1%-0.1pp | 69.5%+2.5pp |
| Annual return | 18.20% | 2305.64%-2287.4pp | 1166.11%-1147.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $940 | $1,787-47.4% | $2,302-59.2% | $2,440-61.5% |
| Participant deferral / active EE | $3,412 | $2,690+26.8% | $3,336+2.3% | $3,607-5.4% |
| Admin fee / account holder | $8,512 | $4,013+112.1% | $6,420+32.6% | $5,124+66.1% |