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 | $118,239 | $57,281+106.4% | $86,612+36.5% | $75,163+57.3% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 22.68% | 2670.75%-2648.1pp | 591.07%-568.4pp | 160.62%-137.9pp |
| Employer contribution / active EE | $6,126 | $2,314+164.7% | $3,022+102.7% | $2,670+129.5% |
| Participant deferral / active EE | $10,477 | $3,318+215.8% | $4,438+136.1% | $4,125+154.0% |
| Admin fee / account holder | $15,969 | $4,112+288.4% | $5,614+184.4% | $5,651+182.6% |