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 | $47,479+172.5% | $62,929+105.6% | $82,448+56.9% |
| Participation rate | 84.6% | 66.9%+17.7pp | 73.1%+11.5pp | 68.1%+16.5pp |
| Annual return | 13.77% | 20.34%-6.6pp | 1063.93%-1050.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,495 | $1,885+85.4% | $2,505+39.5% | $2,551+37.0% |
| Participant deferral / active EE | $6,376 | $2,870+122.1% | $3,888+64.0% | $4,139+54.0% |
| Admin fee / account holder | $7,026 | $3,804+84.7% | $5,065+38.7% | $7,234-2.9% |