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 | $129,381 | $48,795+165.2% | $65,493+97.5% | $84,808+52.6% |
| Participation rate | 84.6% | 67.0%+17.6pp | 73.1%+11.5pp | 68.3%+16.3pp |
| Annual return | 13.77% | 20.20%-6.4pp | 982.45%-968.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,495 | $1,930+81.1% | $2,574+35.8% | $2,631+32.8% |
| Participant deferral / active EE | $6,376 | $2,928+117.7% | $3,961+61.0% | $4,212+51.4% |
| Admin fee / account holder | $7,026 | $3,877+81.2% | $5,028+39.7% | $7,344-4.3% |