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 | $125,438 | $96,305+30.3% | $80,569+55.7% | $139,434-10.0% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 17.98% | 1350.08%-1332.1pp | 935.43%-917.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,320 | $3,262-28.9% | $2,723-14.8% | $4,751-51.2% |
| Participant deferral / active EE | $4,349 | $5,232-16.9% | $4,447-2.2% | $6,710-35.2% |
| Admin fee / account holder | $565 | $6,599-91.4% | $5,377-89.5% | $11,403-95.0% |