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 | $156,135 | $65,561+138.2% | $86,188+81.2% | $75,163+107.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.27% | 46.05%-26.8pp | 1168.45%-1149.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,812 | $1,553+145.5% | $2,380+60.1% | $2,670+42.8% |
| Participant deferral / active EE | $8,601 | $3,024+184.4% | $3,985+115.8% | $4,125+108.5% |
| Admin fee / account holder | $4,905 | $5,474-10.4% | $6,852-28.4% | $5,651-13.2% |