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 | $156,658 | $100,852+55.3% | $90,404+73.3% | $158,922-1.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 10.10% | 1724.20%-1714.1pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $5,316 | $3,689+44.1% | $3,262+63.0% | $4,761+11.7% |
| Participant deferral / active EE | $7,374 | $4,348+69.6% | $3,963+86.1% | $5,982+23.3% |
| Admin fee / account holder | $4,282 | $6,501-34.1% | $5,611-23.7% | $11,246-61.9% |