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 | $156,857 | $100,852+55.5% | $90,404+73.5% | $158,922-1.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 12.36% | 1724.20%-1711.8pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $7,988 | $3,689+116.6% | $3,262+144.9% | $4,761+67.8% |
| Participant deferral / active EE | $9,313 | $4,348+114.2% | $3,963+135.0% | $5,982+55.7% |
| Admin fee / account holder | $130,542 | $6,501+1908.0% | $5,611+2226.6% | $11,246+1060.8% |