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 | $137,386 | $52,279+162.8% | $89,391+53.7% | $79,858+72.0% |
| Participation rate | 75.8% | 57.5%+18.2pp | 68.0%+7.8pp | 69.6%+6.1pp |
| Annual return | 19.62% | 22.16%-2.5pp | 245.62%-226.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,671 | $1,572+69.9% | $2,586+3.3% | $2,471+8.1% |
| Participant deferral / active EE | $3,493 | $2,740+27.5% | $3,890-10.2% | $3,740-6.6% |
| Admin fee / account holder | $867 | $3,356-74.2% | $4,881-82.2% | $5,306-83.7% |