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 | $109,736 | $49,922+119.8% | $80,569+36.2% | $75,163+46.0% |
| Participation rate | 75.0% | 55.3%+19.7pp | 67.0%+8.0pp | 67.2%+7.8pp |
| Annual return | 15.74% | 34.69%-18.9pp | 935.43%-919.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,053 | $1,698+79.8% | $2,723+12.1% | $2,670+14.3% |
| Participant deferral / active EE | $5,924 | $2,990+98.1% | $4,447+33.2% | $4,125+43.6% |
| Admin fee / account holder | $33,677 | $3,577+841.5% | $5,377+526.3% | $5,651+496.0% |