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 | $151,845 | $96,635+57.1% | $86,612+75.3% | $139,434+8.9% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 16.16% | 106.41%-90.3pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $6,057 | $3,263+85.6% | $3,022+100.4% | $4,751+27.5% |
| Participant deferral / active EE | $7,800 | $4,836+61.3% | $4,438+75.8% | $6,710+16.2% |
| Admin fee / account holder | $2,500 | $6,408-61.0% | $5,614-55.5% | $11,403-78.1% |