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 | $170,630 | $65,409+160.9% | $98,442+73.3% | $85,850+98.8% |
| Participation rate | 84.4% | 65.0%+19.4pp | 73.3%+11.1pp | 69.3%+15.1pp |
| Annual return | 14.37% | 21.76%-7.4pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $6,313 | $2,168+191.3% | $2,960+113.3% | $2,565+146.1% |
| Participant deferral / active EE | $4,489 | $3,166+41.8% | $4,276+5.0% | $3,952+13.6% |
| Admin fee / account holder | $20,537 | $4,593+347.2% | $5,949+245.2% | $6,260+228.1% |