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 | $86,145 | $53,127+62.1% | $86,590-0.5% | $70,131+22.8% |
| Participation rate | 95.5% | 65.3%+30.1pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 16.41% | 27.66%-11.3pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,063 | $2,068+48.1% | $2,839+7.9% | $2,342+30.8% |
| Participant deferral / active EE | $5,883 | $2,696+118.2% | $3,609+63.0% | $3,332+76.6% |
| Admin fee / account holder | $7,987 | $3,585+122.8% | $4,906+62.8% | $4,645+71.9% |