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 | $137,898 | $99,020+39.3% | $86,590+59.3% | $147,584-6.6% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 15.99% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.6pp |
| Employer contribution / active EE | $6,020 | $3,132+92.2% | $2,839+112.0% | $4,876+23.5% |
| Participant deferral / active EE | $9,989 | $3,972+151.5% | $3,609+176.8% | $5,439+83.7% |
| Admin fee / account holder | $10,710 | $5,710+87.6% | $4,906+118.3% | $10,885-1.6% |