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 | $137,332 | $65,409+110.0% | $98,442+39.5% | $85,850+60.0% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.4pp | 69.3%+28.4pp |
| Annual return | 16.50% | 21.76%-5.3pp | 1492.73%-1476.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $6,861 | $2,168+216.5% | $2,960+131.8% | $2,565+167.5% |
| Participant deferral / active EE | $7,497 | $3,166+136.8% | $4,276+75.3% | $3,952+89.7% |
| Admin fee / account holder | $6,767 | $4,593+47.4% | $5,949+13.8% | $6,260+8.1% |