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 | $60,267 | $150,440-59.9% | $136,294-55.8% | $147,584-59.2% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 23.51% | 1049.08%-1025.6pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $3,179 | $5,256-39.5% | $4,695-32.3% | $4,876-34.8% |
| Participant deferral / active EE | $2,735 | $6,630-58.8% | $6,247-56.2% | $5,439-49.7% |
| Admin fee / account holder | $12,672 | $10,905+16.2% | $9,243+37.1% | $10,885+16.4% |