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 | $139,401 | $102,604+35.9% | $86,188+61.7% | $139,4340% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 10.10% | 1922.51%-1912.4pp | 1168.45%-1158.4pp | 372.94%-362.8pp |
| Employer contribution / active EE | $3,696 | $3,032+21.9% | $2,380+55.3% | $4,751-22.2% |
| Participant deferral / active EE | $7,899 | $4,676+68.9% | $3,985+98.2% | $6,710+17.7% |
| Admin fee / account holder | $11,248 | $8,657+29.9% | $6,852+64.2% | $11,403-1.4% |