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 | $149,581 | $102,317+46.2% | $146,958+1.8% | $80,856+85.0% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 317.41% | 134.76%+182.7pp | 418.34%-100.9pp | 35.59%+281.8pp |
| Employer contribution / active EE | $2,296 | $3,713-38.2% | $4,933-53.5% | $2,755-16.6% |
| Participant deferral / active EE | $10,224 | $6,644+53.9% | $8,070+26.7% | $4,296+138.0% |
| Admin fee / account holder | $52,265 | $7,941+558.1% | $12,998+302.1% | $6,918+655.5% |