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 | $124,921 | $68,346+82.8% | $94,646+32.0% | $75,163+66.2% |
| Participation rate | 83.9% | 76.1%+7.8pp | 80.8%+3.0pp | 67.2%+16.7pp |
| Annual return | 17.56% | 616.93%-599.4pp | 156.71%-139.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $7,315 | $2,701+170.8% | $3,672+99.2% | $2,670+174.0% |
| Participant deferral / active EE | $4,169 | $6,537-36.2% | $7,418-43.8% | $4,125+1.1% |
| Admin fee / account holder | $2,954 | $5,326-44.5% | $7,231-59.1% | $5,651-47.7% |