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 | $137,948 | $58,927+134.1% | $76,817+79.6% | $72,985+89.0% |
| Participation rate | 79.6% | 67.3%+12.3pp | 72.1%+7.5pp | 69.5%+10.1pp |
| Annual return | 18.82% | 2305.64%-2286.8pp | 1166.11%-1147.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,890 | $1,787+61.8% | $2,302+25.6% | $2,440+18.5% |
| Participant deferral / active EE | $6,604 | $2,690+145.5% | $3,336+98.0% | $3,607+83.1% |
| Admin fee / account holder | $10,144 | $4,013+152.8% | $6,420+58.0% | $5,124+98.0% |