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 | $141,179 | $89,355+58.0% | $141,1620% | $72,985+93.4% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.2pp | 69.5%+25.2pp |
| Annual return | 25.00% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $7,038 | $3,114+126.0% | $4,735+48.6% | $2,440+188.4% |
| Participant deferral / active EE | $9,569 | $5,418+76.6% | $6,709+42.6% | $3,607+165.3% |
| Admin fee / account holder | $8,621 | $5,958+44.7% | $10,261-16.0% | $5,124+68.2% |